Civic Intelligence

Charles M Holmes Foundation

990PF • Fiscal year 2014 • EIN 94-3331085

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 13, 2015

Organization Profile
1800 SW First Avenue No 620Portland, OR 97201

(503) 223-9000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

4.8%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1 (-100%) from 2013

Net Assets

Flat

$0

Flat from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin43rd percentile

Revenue

Up

$3,155

Up $144 (+4.8%) from 2013

Expenses

Down

$3,155

Down $18,366 (-85%) from 2013

Net Income

Up

$0

Up $18,510 (+100%) from 2013

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

2014

Assets$0
Liabilities$0
Net Assets$0
Open 2014 Filing

Operations Trend

Revenue Growth56th 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

2014

Revenue$3,155
Expenses$3,155
Net Income$0
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

Filer Name
Charles M Holmes Foundation
EIN
94-3331085
Phone
5032239000
Address
1800 SW First Avenue No 620, Portland, OR 97201

Signing Officer

Name
Terrence P Bean
Title
Chairman
Phone
5032239000
Signed
2015-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Fordham Goodfellow Llp
Address
233 SE 2ND AVE, HILLSBORO, OR 97123-4016
Preparer
Paul Sander
Phone
5036486651
Raw XML Appendix287 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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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0Outstanding accounting and tax reporting expenses were paid by the Foundation to Fordham Goodfellow LLP. There were no additional assets remaining to be distributed.
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0The remaining assets of the Foundation were used to pay outstanding bank fees as well as accounting and tax reporting expenses. Contributions were made by the Chairman of the Foundation to meet these outstanding obligations.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0California Franchise Tax Board
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Terrence P Bean
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum05032239000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Charles M Holmes Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0943331085
ReturnHeader/Filer/PhoneNum05032239000
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 SW First Avenue No 620
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931298398
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORDHAM GOODFELLOW LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0233 SE 2ND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILLSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0971234016
ReturnHeader/PreparerPersonGrp/PhoneNum05036486651
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paul Sander
ReturnHeader/ReturnTs02015-08-14T16:41:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,155
Expenses
$3,155
Net income
$0
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