Civic Intelligence

Oregon Cheese Guild

990 • Fiscal year 2017 • EIN 16-1755180

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

PO Box 19224Portland, OR 97280

(503) 764-9927

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-4.5%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

85th percentile

$48,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 20.2% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

25th percentile

-11%

Faster asset growth than 25% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

87th percentile

30%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$84,319

Down $10,621 (-11%) from 2016

Net Assets

Down

$84,319

Down $10,621 (-11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$238,136

Up $54,982 (+30%) from 2016

Expenses

Up

$248,757

Up $115,439 (+87%) from 2016

Net Income

Down

-$10,621

Down $60,457 (-121%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $23,342Liabilities 2010: $02010Assets 2011: $11,689Liabilities 2011: $02011Assets 2012: $16,581Liabilities 2012: $02012Assets 2013: $15,981Liabilities 2013: $02013Assets 2014: $33,941Liabilities 2014: $02014Assets 2015: $45,104Liabilities 2015: $02015Assets 2016: $94,940Liabilities 2016: $0Net Assets 2016: $94,9402016Assets 2017: $84,319Liabilities 2017: $0Net Assets 2017: $84,3192017Assets 2018: $84,704Liabilities 2018: $304Net Assets 2018: $84,4002018Assets 2019: $107,073Liabilities 2019: $18Net Assets 2019: $107,0552019Assets 2020: $126,020Liabilities 2020: $0Net Assets 2020: $126,0202020Assets 2021: $120,396Liabilities 2021: $0Net Assets 2021: $120,3962021Assets 2022: $116,489Liabilities 2022: $0Net Assets 2022: $116,4892022Assets 2023: $215,727Liabilities 2023: $0Net Assets 2023: $215,7272023Assets 2024: $214,659Liabilities 2024: $0Net Assets 2024: $214,6592024

Highlighted filing

2017

Assets$84,319
Liabilities$0
Net Assets$84,319

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $65,668Expenses 2010: $58,364Net Income 2010: $7,3042010Revenue 2011: $87,455Expenses 2011: $99,108Net Income 2011: -$11,6532011Revenue 2012: $94,291Expenses 2012: $89,399Net Income 2012: $4,8922012Revenue 2013: $123,875Expenses 2013: $124,475Net Income 2013: -$6002013Revenue 2014: $89,203Expenses 2014: $71,243Net Income 2014: $17,9602014Revenue 2015: $112,896Expenses 2015: $101,733Net Income 2015: $11,1632015Revenue 2016: $183,154Expenses 2016: $133,318Net Income 2016: $49,8362016Revenue 2017: $238,136Expenses 2017: $248,757Net Income 2017: -$10,6212017Revenue 2018: $225,476Expenses 2018: $225,395Net Income 2018: $812018Revenue 2019: $275,215Expenses 2019: $252,560Net Income 2019: $22,6552019Revenue 2020: $179,406Expenses 2020: $160,441Net Income 2020: $18,9652020Revenue 2021: $125,477Expenses 2021: $131,101Net Income 2021: -$5,6242021Revenue 2022: $219,609Expenses 2022: $223,516Net Income 2022: -$3,9072022Revenue 2023: $273,002Expenses 2023: $173,764Net Income 2023: $99,2382023Revenue 2024: $217,494Expenses 2024: $218,562Net Income 2024: -$1,0682024

Highlighted filing

2017

Revenue$238,136
Expenses$248,757
Net Income-$10,621
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 11, 2018
Return Version
2017v2.3
Gross Receipts
$238,136
Mission and Program Overview

Mission

To encourage the development of cheesemaking in oregon and to promote scientific, educational, and business efforts in connection therewith.

To promote education & awareness surrounding the importance of cheese and cheesemaking in oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$94,940$84,319▼ $10,621
Cash and Non-Interest-Bearing Accounts$74,854$64,032▼ $10,822
Savings and Temporary Cash Investments$20,086$20,287▲ $201
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$94,940$84,319▼ $10,621
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$94,940$84,319▼ $10,621
Total Liabilities and Net Assets / Fund Balance$94,940$84,319▼ $10,621
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Katie BrayExecutive DirectorFT$48,000$48,000

Board Members and Trustees

NameTitle
Shawn FelsPresident and Director
Jim HoffmanVice President and Director
Brian MossDirector
Greg DrobotDirector
Liz AlvisDirector
Pat MorfordDirector
Robin FrojenDirector
Shari ReynaSecretary and Director
Mariano BattroTreasurer and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$79,540
Program Service Revenue
$157,398
Investment Income
$201
Other Revenue
$997
All Other Contributions
$19,865
Change in Net Assets
$-10,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,757
Salaries, Compensation, and Employee Benefits$48,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$48,000
Travel---$4,227
Advertising---$4,038
Other Expenses---$2,910
Office Expenses---$2,036
Insurance---$1,923
Fees for Services Other---$1,860
Total Functional Expenses$0$0$0$248,757
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$997
Gaming Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has only one class of members.

Form 990, Part VI, Section A, Line 7A

Creamery members elect directors of the board. Creamery members have one vote per entity.

Form 990, Part VI, Section A, Line 7B

In addition to electing the board of directors, changes of the bylaws are voted on by the entire membership.

Form 990, Part VI, Section A, Line 8B

There is no committee that has authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

Treasurer will review before filing, entire board will receive a copy.

Form 990, Part VI, Section B, Line 15A

Executive director: annual accomplishments are reviewed by the president and treasurer, who determine any changes in compensation. Last undertaken 12/17. Form 990, part vi, section b, line 15b: n/a - no other officers or key employees are compensated.

Form 990, Part VI, Section C, Line 19

The organizatin does not make its governing documents and financial statements available.

Filing and Contact Details

Filer

Filer Name
Oregon Cheese Guild
EIN
16-1755180
Phone
5037649927
Address
PO BOX 19224, PORTLAND, OR 97280

Signing Officer

Name
Katrina Bray
Title
Executive Director
Phone
5037649927
Signed
2018-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shawn Fels
Formed
2006
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
100

Preparer

Firm
Perkins & Company Pc
Address
1211 SW FIFTH AVE SUITE 1000, PORTLAND, OR 97204-3710
Preparer
Cynthia P Bartholomew
Phone
5032210336
Raw XML Appendix337 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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IRS990/Desc0CONSUMER EVENTS: OREGON CHEESE GUILD (OCG) HELD TWO CONSUMER EVENTS DURING THE YEAR. THE OREGON CHEESE FESTIVAL TOOK PLACE ON MARCH 18 & 19, 2017 AT ROGUE CREAMERY IN CENTRAL POINT WHERE THERE WERE 4,000 ATTENDEES AND 100 FOOD AND BEVERAGE VENDORS. THE WEDGE WAS HELD OCTOBER 7, 2017 AT ALDER BLOCK IN PORTLAND WITH 2,500 ATTENDEES AND 75 FOOD AND BEVERAGE VENDORS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
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IRS990/GovernmentGrantsAmt059675
IRS990/GrantAmt073957
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/MissionDesc0TO ENCOURAGE THE DEVELOPMENT OF CHEESEMAKING IN OREGON AND TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND BUSINESS EFFORTS IN CONNECTION THEREWITH.
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IRS990/ProgramServiceRevenueGrp/Desc0REGISTRATION & EVENT F
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IRS990/ProgSrvcAccomActy2Grp/Desc0GENERAL MARKETING: DURING 2017, OCG CONTINUED TO INCREASE AWARENESS OF OREGON ARTISAN CHEESE THROUGH COMPLETION OF OUR CONSUMER RESEARCH PROJECT, A COMPLETE REBRAND, LOGO DESIGN, AND MESSAGING PROCESS, AND THE CREATION OF OREGON CHEESE MONTH. THIS AND OTHER ACTIVITIES INCLUDED A DEMO PROGRAM, WEBSITE REDESIGN AND UPDATES, SOCIAL MEDIA, PARTICIPATION AT CONSUMER EVENTS, PRESENTATIONS, ETC. FINALLY OCG EXPANDED THE EXISTING OREGON CHEESE TRAIL MAP TO INCLUDE OTHER FOOD DESTINATIONS APPEALING TO THE CULINARY TOURIST.
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL PROGRAMS: AN INDUSTRY-ONLY CONFERENCE, CHEESEMAKER EDUCATION DAY, WAS HELD ON JANUARY 28, 2017 AT OREGON STATE UNIVERSITY. ONE HUNDRED CHEESEMAKERS FROM OREGON AND THE PACIFIC NORTHWEST PARTICIPATED.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0INDUSTRY COMMUNICATION AND OPPORTUNITIES: DURING 2017, OCG CONTINUED TO DISSEMINATE INFORMATION AND PROMOTIONAL OPPORTUNITIES TO OUR MEMBERS AND PARTNERS.
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ONLY ONE CLASS OF MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CREAMERY MEMBERS ELECT DIRECTORS OF THE BOARD. CREAMERY MEMBERS HAVE ONE VOTE PER ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN ADDITION TO ELECTING THE BOARD OF DIRECTORS, CHANGES OF THE BYLAWS ARE VOTED ON BY THE ENTIRE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS NO COMMITTEE THAT HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TREASURER WILL REVIEW BEFORE FILING, ENTIRE BOARD WILL RECEIVE A COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXECUTIVE DIRECTOR: ANNUAL ACCOMPLISHMENTS ARE REVIEWED BY THE PRESIDENT AND TREASURER, WHO DETERMINE ANY CHANGES IN COMPENSATION. LAST UNDERTAKEN 12/17. FORM 990, PART VI, SECTION B, LINE 15B: N/A - NO OTHER OFFICERS OR KEY EMPLOYEES ARE COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATIN DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt094940
IRS990/TotalAssetsEOYAmt084319
IRS990/TotalAssetsGrp/BOYAmt094940
IRS990/TotalAssetsGrp/EOYAmt084319
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt079540
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0248757
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt094940
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt084319
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0246722
IRS990/TotalProgramServiceRevenueAmt0157398
IRS990/TotalReportableCompFromOrgAmt048000
IRS990/TotalRevenueGrp/ExclusionAmt01198
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0157398
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0238136
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt094940
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt084319
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt04227
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 19224
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097280
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.OREGONCHEESEGUILD.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATRINA BRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05037649927
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON CHEESE GUILD
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0161755180
ReturnHeader/Filer/PhoneNum05037649927
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 19224
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097280
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C478DB76CE33A40A0F962F70F39E86F05E4DF34C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C1C78DD8FC880D0435241EC6ED772A926349A0D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.102.39.100
ReturnHeader/FilingSecurityInformation/IPDt02018-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm023:46:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930928924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERKINS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01211 SW FIFTH AVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972043710
ReturnHeader/PreparerPersonGrp/PhoneNum05032210336
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA P BARTHOLOMEW
ReturnHeader/ReturnTs02018-11-15T08:31:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$2.17$2.19$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$2.73$1.74$0.99
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$2.20$2.24$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$1.25$1.31$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$1.79$1.60$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$2.75$2.53$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.84$2.25$2.25$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$2.38$2.49$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$1.83$1.33$0.50
2015Summary only. Only limited summary data is available for this year.$0.45$0.00$1.13$1.02$0.11
2014Summary only. Only limited summary data is available for this year.$0.34$0.00$0.89$0.71$0.18
2013Summary only. Only limited summary data is available for this year.$0.16$0.00$1.24$1.24$0.01
2012Summary only. Only limited summary data is available for this year.$0.17$0.00$0.94$0.89$0.05
2011Summary only. Only limited summary data is available for this year.$0.12$0.00$0.87$0.99$0.12
2010Summary only. Only limited summary data is available for this year.$0.23$0.00$0.66$0.58$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits