Civic Intelligence

Alpha Eta Delta of Chi Psi Educational Foundation

EIN 23-7119017 • 501(c)3

Profile

Serve and support the academic pursuits of students of Chi Psi, University of Oregon.

233 SE Second Ave97123

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

5.8%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

56%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$87,462

Up $4,826 (+5.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$87,462

Up $4,826 (+5.8%) from 2016

Revenue

Up

$9,086

Up $3,279 (+56%) from 2016

Expenses

Down

$4,260

Down $14,986 (-78%) from 2016

Net Income

Up

$4,826

Up $18,265 (+136%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $122,544Liabilities 2010: $5,250Net Assets 2010: $117,2942010Assets 2011: $95,141Liabilities 2011: $0Net Assets 2011: $95,1412011Assets 2012: $89,608Liabilities 2012: $0Net Assets 2012: $89,6082012Assets 2013: $89,673Liabilities 2013: $0Net Assets 2013: $89,6732013Assets 2015: $96,075Liabilities 2015: $0Net Assets 2015: $96,0752015Assets 2016: $82,636Liabilities 2016: $0Net Assets 2016: $82,6362016Assets 2017: $87,462Liabilities 2017: $0Net Assets 2017: $87,4622017

Highlighted filing

2017

Assets$87,462
Liabilities$0
Net Assets$87,462

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KExpenses 2010: $15,0622010Expenses 2011: $40,3112011Expenses 2012: $16,8522012Revenue 2013: $11,460Expenses 2013: $11,395Net Income 2013: $652013Revenue 2015: $836Expenses 2015: $4,348Net Income 2015: -$3,5122015Revenue 2016: $5,807Expenses 2016: $19,246Net Income 2016: -$13,4392016Revenue 2017: $9,086Expenses 2017: $4,260Net Income 2017: $4,8262017

Highlighted filing

2017

Revenue$9,086
Expenses$4,260
Net Income$4,826

Filings

Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2013 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 21, 2014
Return Version
2013v3.0
Gross Receipts
$11,460
Mission and Program Overview

Mission

Serve and support the academic pursuits of students of Chi Psi, University of Oregon.

Serve and support the academic pursuits of students of Chi Psi.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$87,775$87,840▲ $65
Investments in Publicly Traded Securities$46,882$47,868▲ $986
Pledges and Grants Receivable$21,000$21,000→ $0
Other Notes and Loans Receivable, Net$13,245$13,274▲ $29
Savings and Temporary Cash Investments$8,481$7,531▼ $950
Rtn Earn Endowment Incm Other Fnds$1,833$1,833→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$89,608$89,673▲ $65
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$89,608$89,673▲ $65
Total Liabilities and Net Assets / Fund Balance$89,608$89,673▲ $65
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul LandakerPresident
David GratkeDirector
James P PitmanDirector
Kevin MoffittDirector
Martin MollDirector
Lester L Fordham JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,250
Program Service Revenue
$0
Investment Income
$1,210
Other Revenue
$0
All Other Contributions
$10,250
Change in Net Assets
$65
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,450
Other Expenses$4,945
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,000--$5,000
Grants to Domestic Individuals$1,450--$1,450
Fees for Services Accounting-$417-$417
Fees for Services Management-$262-$262
Other Expenses$3,365$50-$50
All Other Expenses-$39-$39
Total Functional Expenses$9,815$1,580$0$11,395
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section B, line 11

Treasurer/Board Member retains CPA firm to prepare the 990 return from detailed records of the organization. The treasurer reviews the completed 990 return with the Foundation's president, then files the appropriate forms and schedules. The 990 and Oregon Form CT-12 are reviewed annually with the Board of Directors.

Form 990, Part VI, Section C, line 19

Governing documents and financial statements are available upon request at 233 SE 3rd Avenue, Hillsboro, OR 97123.

Filing and Contact Details

Filer

EIN
23-7119017
Phone
5036486651

Signing Officer

Name
Lester L Fordham Jr
Title
Treasurer
Phone
5036486651
Signed
2014-05-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lester L Fordham Jr
Formed
1971
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Preparer
Lester L Fordham
Phone
5036486651
Raw XML Appendix349 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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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt039
IRS990/AllOtherExpensesGrp/TotalAmt039
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IRS990/BooksInCareOfDetail/PhoneNum05036486651
IRS990/BooksInCareOfDetail/USAddress/AddressLine10233 SE Second Ave
IRS990/BooksInCareOfDetail/USAddress/City0Hillsboro
IRS990/BooksInCareOfDetail/USAddress/State0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCode097123
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IRS990/CYOtherRevenueAmt00
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Provided scholarships for eligible students. During 2013, 13 Students were awarded between $50 and $450 for academic performance.
IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0James P Pitman
IRS990/Form990PartVIISectionAGrp/PersonNm1Kevin Moffitt
IRS990/Form990PartVIISectionAGrp/PersonNm2David Gratke
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt01450
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01450
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011460
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01210
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01210
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt046882
IRS990/InvestmentsPubTradedSecGrp/EOYAmt047868
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Serve and support the academic pursuits of students of Chi Psi, University of Oregon.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt089608
IRS990/NetAssetsOrFundBalancesEOYAmt089673
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Academic Awards Ceremon
IRS990/OtherExpensesGrp/Desc1Misc Expense
IRS990/OtherExpensesGrp/Desc2Advisory Board Expenses
IRS990/OtherExpensesGrp/Desc3State Registration Fee
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0436
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1376
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt250
IRS990/OtherExpensesGrp/ProgramServicesAmt03365
IRS990/OtherExpensesGrp/TotalAmt03365
IRS990/OtherExpensesGrp/TotalAmt1436
IRS990/OtherExpensesGrp/TotalAmt2376
IRS990/OtherExpensesGrp/TotalAmt350
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt013245
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt013274
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt021000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt021000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Lester L Fordham Jr
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Grant to pay academic advisor's stipend. Advisor's duties include; managing academic program, individual academic counseling, and to proctor study table sessions at the university library.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05000
IRS990/ProgSrvcAccomActy3Grp/Desc0Support for annual scholarship and academic achievement awards banquet.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03365
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09708
IRS990/PYExcessBenefitTransInd00
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To retain the Student Academic Advisor to assist in the educational pursuits of the Students.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Chi Psi Association of Alpha Eta Delta
IRS990ScheduleI/RecipientTable/RecipientEIN0936029438
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1012700 SW 72nd
IRS990ScheduleI/RecipientTable/USAddress/City0Tigard
IRS990ScheduleI/RecipientTable/USAddress/State0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode097223
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A detailed description of the activities to be performed by the student academic advisor is provided to the organization. The Board of Directors reviewes the adademic plan, makes recommendations and authorizes grant requests. A follow-up report is prepared by the academic advisor to review the student's performance including supervised study, grades and honors. The report is distributed to the Board of Directors annually.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Treasurer/Board Member retains CPA firm to prepare the 990 return from detailed records of the organization. The treasurer reviews the completed 990 return with the Foundation's president, then files the appropriate forms and schedules. The 990 and Oregon Form CT-12 are reviewed annually with the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents and financial statements are available upon request at 233 SE 3rd Avenue, Hillsboro, OR 97123.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
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IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Lester L Fordham Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05036486651
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALPHA ETA DELTA OF CHI PSI EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALPH
ReturnHeader/Filer/EIN0237119017
ReturnHeader/Filer/PhoneNum05036486651
ReturnHeader/Filer/USAddress/AddressLine10233 SE Second Ave
ReturnHeader/Filer/USAddress/City0Hillsboro
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097123
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/PreparerPersonNm0Lester L Fordham
ReturnHeader/ReturnTs02014-05-30T11:34:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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