Civic Intelligence

Ione Education Foundation

990 • Fiscal year 2014 • EIN 02-0667840

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

PO Box 61Ione, OR 97843

(541) 422-7215

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

70th percentile

9.8%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-36%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$1,283,791

Up $115,011 (+9.8%) from 2013

Net Assets

Up

$1,283,791

Up $115,011 (+9.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$162,985

Down $91,876 (-36%) from 2013

Expenses

Down

$47,974

Down $95,232 (-67%) from 2013

Net Income

Up

$115,011

Up $3,356 (+3.0%) from 2013

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $924,286Liabilities 2010: $14,800Net Assets 2010: $909,4862010Assets 2011: $1,090,356Liabilities 2011: $1Net Assets 2011: $1,090,3552011Assets 2012: $1,011,319Liabilities 2012: $1Net Assets 2012: $1,011,3182012Assets 2013: $1,168,780Liabilities 2013: $0Net Assets 2013: $1,168,7802013Assets 2014: $1,283,791Liabilities 2014: $0Net Assets 2014: $1,283,7912014Assets 2015: $1,266,499Liabilities 2015: $0Net Assets 2015: $1,266,4992015Assets 2016: $1,376,954Liabilities 2016: $0Net Assets 2016: $1,376,9542016Assets 2017: $1,576,842Liabilities 2017: $0Net Assets 2017: $1,576,8422017Assets 2018: $1,512,357Liabilities 2018: $0Net Assets 2018: $1,512,3572018Assets 2019: $1,618,807Liabilities 2019: $0Net Assets 2019: $1,618,8072019Assets 2020: $1,586,174Liabilities 2020: $0Net Assets 2020: $1,586,1742020Assets 2021: $1,616,959Liabilities 2021: $0Net Assets 2021: $1,616,9592021Assets 2022: $1,571,920Liabilities 2022: $0Net Assets 2022: $1,571,9202022Assets 2023: $1,655,321Liabilities 2023: $0Net Assets 2023: $1,655,3212023Assets 2024: $1,777,997Liabilities 2024: $1Net Assets 2024: $1,777,9962024

Highlighted filing

2014

Assets$1,283,791
Liabilities$0
Net Assets$1,283,791

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $25,4842010Revenue 2011: $256,284Expenses 2011: $75,415Net Income 2011: $180,8692011Revenue 2012: $145,930Expenses 2012: $224,967Net Income 2012: -$79,0372012Revenue 2013: $254,861Expenses 2013: $143,206Net Income 2013: $111,6552013Revenue 2014: $162,985Expenses 2014: $47,974Net Income 2014: $115,0112014Revenue 2015: $135,241Expenses 2015: $152,533Net Income 2015: -$17,2922015Revenue 2016: $138,879Expenses 2016: $28,424Net Income 2016: $110,4552016Revenue 2017: $299,706Expenses 2017: $99,818Net Income 2017: $199,8882017Revenue 2018: $69,288Expenses 2018: $133,773Net Income 2018: -$64,4852018Revenue 2019: $174,428Expenses 2019: $67,978Net Income 2019: $106,4502019Revenue 2020: $64,548Expenses 2020: $97,181Net Income 2020: -$32,6332020Revenue 2021: $168,148Expenses 2021: $137,363Net Income 2021: $30,7852021Revenue 2022: $75,045Expenses 2022: $120,084Net Income 2022: -$45,0392022Revenue 2023: $112,724Expenses 2023: $29,323Net Income 2023: $83,4012023Revenue 2024: $160,772Expenses 2024: $38,097Net Income 2024: $122,6752024

Highlighted filing

2014

Revenue$162,985
Expenses$47,974
Net Income$115,011
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$170,861
Mission and Program Overview

Mission

To preserve and support the legacy of excellence of the Ione Community Charter School (Ione School District #R2) and the rural community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$269,250$269,250→ $0
Cash and Non-Interest-Bearing Accounts$173,196$236,943▲ $63,747
Savings and Temporary Cash Investments$32,611$90,503▲ $57,892
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,168,780$1,283,791▲ $115,011
Other Assets Total$693,723$687,095▼ $6,628
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$693,723$777,908▲ $84,185
Unrestricted Net Assets$475,057$505,883▲ $30,826
Total Net Assets Fund Balance$1,168,780$1,283,791▲ $115,011
Total Liabilities and Net Assets / Fund Balance$1,168,780$1,283,791▲ $115,011

Asset Categories

AssetBook ValueDepreciationBasis
Land$269,250--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joel PetersonPresident
Jill MartinVice President
Anita OremDirector
Brian DohertyDirector
Joe McElligottDirector
Tara ProudfootSecretary
Tim HoltzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$86,993
Program Service Revenue
$0
Investment Income
$29,419
Other Revenue
$46,573
All Other Contributions
$75,133
Change in Net Assets
$115,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,799
Other Expenses$8,175
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,799--$39,799
Insurance-$1,185-$1,185
Other Expenses-$107-$107
Occupancy-$15-$15
Total Functional Expenses$39,799$8,175$0$47,974
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ione Community Charter SchoolIone, OR-Support the general operations$39,799
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,894
Fundraising Direct Expenses$7,876
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$42,639$42,639-$42,639
Annual Dinner$10,255$10,255$7,876$2,379
Total Events$52,894$52,894$7,876$45,018
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
No
Backup withholding compliance
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
No
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

President reviews return prior to signing.

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

Documents will be made publicly available if requested for inspection.

Filing and Contact Details

Filer

Filer Name
Ione Education Foundation
EIN
02-0667840
Phone
5414227215
Address
PO Box 61, Ione, OR 97843

Signing Officer

Name
Joel Peterson
Title
President
Signed
2015-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Peterson
Formed
2003
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
25

Preparer

Firm
Cockburn & McClintock LLC
Address
116 SE 2nd Street, Pendleton, OR 97801
Preparer
Kylie M McClintock
Phone
5412763521
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IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt086993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0116449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt089623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0151655
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0144875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0589595
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0215
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02223
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04509
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt075992
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt096582
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt066454
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0117401
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt051052
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0407481
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.58870
IRS990ScheduleA/PublicSupportPY170Pct00.93310
IRS990ScheduleA/PublicSupportTotal170Amt0589595
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt086993
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0116449
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt089623
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0151655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0144875
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0589595
IRS990ScheduleA/TotalSupportAmt01001585
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0269250
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0269250
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0269250
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0687095
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07876
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Annual Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010255
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052894
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042639
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt010255

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.16$0.04$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.11$0.03$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.08$0.12$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.17$0.14$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.06$0.10$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$0.17$0.07$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.07$0.13$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.30$0.10$0.20
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.14$0.03$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.14$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.16$0.05$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.25$0.14$0.11
2012Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.15$0.22$0.08
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.26$0.08$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.01$0.91$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $1M-$5M nonprofits