Civic Intelligence

Charles M Holmes Foundation

990PF • Fiscal year 2013 • EIN 94-3331085

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 13, 2014

Organization Profile
1800 SW First Avenue No 62097201

(503) 223-9000

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

2nd percentile

-615%

Higher net margin than 2% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

85th percentile

$18,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 597.8% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

91st percentile

88%

Faster revenue growth than 91% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$1

Down $18,009 (-100%) from 2012

Net Assets

Up

$0

Up $960,566 (+100%) from 2012

Liabilities

Down

$1

Down $978,575 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

$3,011

No earlier filing loaded for comparison.

Expenses

Down

$21,521

Down $135,331 (-86%) from 2012

Net Income

-$18,510

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2011: $186,474Liabilities 2011: $974,2262011Assets 2012: $18,010Liabilities 2012: $978,576Net Assets 2012: -$960,5662012Assets 2013: $1Liabilities 2013: $1Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014

Highlighted filing

2013

Assets$1
Liabilities$1
Net Assets$0
Open 2013 Filing

Operations Trend

Revenue Growth91st percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $848Expenses 2011: $335,290Net Income 2011: -$334,4422011Expenses 2012: $156,8522012Revenue 2013: $3,011Expenses 2013: $21,521Net Income 2013: -$18,5102013Revenue 2014: $3,155Expenses 2014: $3,155Net Income 2014: $02014

Highlighted filing

2013

Revenue$3,011
Expenses$21,521
Net Income-$18,510
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 13, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terrence P BeanChairmanPT$18,000-$18,000
Shari WilliamsCo-TrusteePT$0--
David MixnerCo-Trustee-$0--
Filing and Contact Details

Filer

EIN
94-3331085
Phone
5032239000

Signing Officer

Name
Terrence P Bean
Title
Chairman
Phone
5032239000
Signed
2014-08-13
Discuss with paid preparer
Yes

Preparer

Preparer
Paul Sander
Phone
5036486651
Raw XML Appendix313 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Terrence P Bean
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Shari Williams
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Mixner
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Co-Trustee
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0All assets of the foundation were invested pursuant to the trust agreement under which the Foundation was created and pursuant to state law. All income is available for the foundation's grant- making activities. The foundation's only activity is grant-making.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support educational programs and scholarships for women, gender, and sexuality studies.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To help fund scholarships for LGBT students.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Portland's Walk of the Heroines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11UO Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public charity
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine111720 E 13th Ave Suite 410
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt067933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0161667
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt046546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt046546
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0232740
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03140
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt067933
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0161667
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03140
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0279286
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0276146
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0360
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0978576
OtherIncreasesSchedule/OtherIncreasesDetail/Amount1500
OtherIncreasesSchedule/OtherIncreasesDetail/Description0Reduction in grants payable
OtherIncreasesSchedule/OtherIncreasesDetail/Description1Reversal of 2012 donation to U of Oregon Foundation
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0U S Treasury
TaxesSchedule/TaxesDetail/CategoryTxt1California Franchise Tax Board
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Terrence P Bean
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum05032239000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10Charles M Holmes Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0943331085
ReturnHeader/Filer/PhoneNum05032239000
ReturnHeader/Filer/USAddress/AddressLine101800 SW First Avenue No 620
ReturnHeader/Filer/USAddress/City0Portland
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931298398
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10FORDHAM GOODFELLOW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10233 SE 2ND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0HILLSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0971234016
ReturnHeader/PreparerPersonGrp/PhoneNum05036486651
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Sander
ReturnHeader/ReturnTs02014-08-14T13:54:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1
Liabilities
$1
Net assets
$0
Revenue
$3,011
Expenses
$21,521
Net income
-$18,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$0.22$0.19
2012Detailed filing. Detailed filing data is available for this year.$0.18$9.79$9.61$1.57
2011Summary only. Only limited summary data is available for this year.$1.86$9.74$0.01$3.35$3.34