Civic Intelligence

Oregon Osteopathic Foundation

990EZ • Fiscal year 2013 • EIN 20-3174637

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 04, 2014

Organization ProfileN/A
4380 SW Macadam Ave Suite 12597239

(503) 299-6776

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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$131,074

Up $14,197 (+12%) from 2012

Net Assets

Up

$131,074

Up $19,197 (+17%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Down

$22,041

Down $4,441 (-17%) from 2012

Expenses

Down

$8,330

Down $17,214 (-67%) from 2012

Net Income

Up

$13,711

Up $12,773 (+1362%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$150K$100K$50K$0Assets 2011: $100,497Liabilities 2011: $02011Assets 2012: $116,877Liabilities 2012: $5,000Net Assets 2012: $111,8772012Assets 2013: $131,074Net Assets 2013: $131,0742013

Highlighted filing

2013

Assets$131,074
Liabilities-
Net Assets$131,074
Open 2013 Filing

Operations Trend

Revenue Growth25th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $18,399Expenses 2011: $29,049Net Income 2011: -$10,6502011Revenue 2012: $26,482Expenses 2012: $25,544Net Income 2012: $9382012Revenue 2013: $22,041Expenses 2013: $8,330Net Income 2013: $13,7112013

Highlighted filing

2013

Revenue$22,041
Expenses$8,330
Net Income$13,711
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 4, 2014
Return Version
2013v3.1
Gross Receipts
$71,458
Mission and Program Overview

Mission

To promote public health and the art and science of ostopathic medicine.

Program Services

DescriptionGrantsExpenses
MEDICAL STUDENT SCHOLARSHIPS AWARDED IN 2013 AND ASSISTANCE WITH HOUSING FOR OSTEOPATHIC RESIDENTS WHILE ATTENDING SCHOOL.$4,276$1,700
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH AGSTENPresident-$0--
JOHN SHONERDVice President-$0--
DERRICK SORWEIDESecretary/Treas-$0--
JEFF HEATHERINGTONTrustee-$0--
ANDREW NELSONTrustee-$0--
DAVID WALLSExecutive Direc-$0--
Filing and Contact Details

Filer

EIN
20-3174637
Phone
5032996776

Signing Officer

Name
David Walls
Title
Executive Direc
Signed
2014-02-04
Discuss with paid preparer
Yes

Preparer

Preparer
Robert a Hanson CPA
Phone
2069382906
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Cash Amount Given: $5976”

Other Expenses.1

“INVESTMENT FEES $906”

Other Expenses.2

“DUES $86”

Other Assets.1005

“Accounts Receivable - Beginning $1585 Accounts Receivable - Ending $585”

Other Assets.1

“BUILDING COSTS - Beginning $0 BUILDING COSTS - Ending $3229”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $5000 Accounts Payable and Accrued Expenses - Ending $0”

Raw XML Appendix166 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID WALLS
IRS990EZ/BooksInCareOfDetail/PhoneNum05032996776
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104380 SW MACADAM AVE SUITE 125
IRS990EZ/BooksInCareOfDetail/USAddress/City0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0972396426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0115292
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0127260
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03885
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt042965
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013711
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01362
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0116877
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0131074
IRS990EZ/FundraisingGrossIncomeAmt013565
IRS990EZ/GainOrLossFromSaleOfAssetsAmt04112
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05976
IRS990EZ/GrossReceiptsAmt071458
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06931
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111877
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH AGSTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN SHONERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DERRICK SORWEIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF HEATHERINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREW NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID WALLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Executive Direc
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01585
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03814
IRS990EZ/OtherChangesInNetAssetsAmt05486
IRS990EZ/OtherExpensesTotalAmt0992
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE PUBLIC HEALTH AND THE ART AND SCIENCE OF OSTOPATHIC MEDICINE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEDICAL STUDENT SCHOLARSHIPS AWARDED IN 2013 AND ASSISTANCE WITH HOUSING FOR OSTEOPATHIC RESIDENTS WHILE ATTENDING SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04276
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01700
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt047077
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06452
IRS990EZ/SpecialEventsNetIncomeLossAmt07113
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08330
IRS990EZ/TotalProgramServiceExpensesAmt04276
IRS990EZ/TotalRevenueAmt022041
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016055
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt076805
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06931
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01624
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02197
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012788
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03095
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06090
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02675
IRS990ScheduleA/OtherIncome170Grp/TotalAmt011860
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75710
IRS990ScheduleA/PublicSupportPY170Pct00.85180
IRS990ScheduleA/PublicSupportTotal170Amt076805
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023750
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016055
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026645
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06470
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt076805
IRS990ScheduleA/TotalSupportAmt0101453
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $5976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVESTMENT FEES $906
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable - Beginning $1585 Accounts Receivable - Ending $585
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BUILDING COSTS - Beginning $0 BUILDING COSTS - Ending $3229
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Accounts Payable and Accrued Expenses - Beginning $5000 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1001
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WALLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Direc
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10OREGON OSTEOPATHIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0203174637
ReturnHeader/Filer/PhoneNum05032996776
ReturnHeader/Filer/USAddress/AddressLine104380 SW MACADAM AVE SUITE 125
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Rebar & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104727 - 44th Avenue SW 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0981164467
ReturnHeader/PreparerPersonGrp/PhoneNum02069382906
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A HANSON CPA
ReturnHeader/ReturnTs02014-02-04T13:29:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$131,074
Liabilities
-
Net assets
$131,074
Revenue
$22,041
Expenses
$8,330
Net income
$13,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$1.31$1.31$0.22$0.08$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.05$1.12$0.26$0.26$0.01
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.18$0.29$0.11