Civic Intelligence

Branches Foundation

EIN 26-3876947 • 501(c)3 • Bend, OR

Profile

To provide financial assistance to orphans, widows, neglected, underserved children and adults, both domestically and in developing countries to improve education, nutrition, health, and medical needs of the individual.

61370 Cultus Lake CourtBend, OR 97702

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

2.6%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-28%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$87,180

Down $3,163 (-3.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Down

$87,180

Down $3,163 (-3.5%) from 2016

Operations
Liabilities / Revenue61st percentileNet Margin64th percentile

Revenue

Down

$17,503

Down $4,715 (-21%) from 2016

Expenses

Up

$20,666

Up $695 (+3.5%) from 2016

Net Income

Down

-$3,163

Down $5,410 (-241%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$150K$100K$50K$0Assets 2014: $101,578Net Assets 2014: $101,5782014Assets 2015: $88,096Liabilities 2015: $0Net Assets 2015: $88,0962015Assets 2016: $90,343Liabilities 2016: $0Net Assets 2016: $90,3432016Assets 2017: $87,180Liabilities 2017: $0Net Assets 2017: $87,1802017

Highlighted filing

2017

Assets$87,180
Liabilities$0
Net Assets$87,180
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $26,365Expenses 2014: $15,014Net Income 2014: $11,3512014Revenue 2015: $31,033Expenses 2015: $44,515Net Income 2015: -$13,4822015Revenue 2016: $22,218Expenses 2016: $19,971Net Income 2016: $2,2472016Revenue 2017: $17,503Expenses 2017: $20,666Net Income 2017: -$3,1632017

Highlighted filing

2017

Revenue$17,503
Expenses$20,666
Net Income-$3,163
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,180
Liabilities
$0
Net assets
$87,180
Revenue
$17,503
Expenses
$20,666
Net income
-$3,163
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.18$0.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.22$0.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.31$0.45$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.26$0.15$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Gross Receipts
$17,503
Mission and Program Overview

Mission

To provide financial assistance to orphans, widows, neglected, underserved children and adults, both domestically and in developing countries to improve education, nutrition, health, and medical needs of the individual.

Program Services

DescriptionGrantsExpenses
HELPED ORGANIZE MISSION TRIPS TO INDIVIDUALS IN NEED AROUND THE WORLD TO IMPROVE EDUCATION, NUTRITION, HEALTH AND MEDICAL NEEDS OF INDIVIDUALS$18,623$18,623
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY MORGANPresident-$0--
SCOTT MORGANVice President-$0--
JASON CONGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Branches Foundation
EIN
26-3876947
Phone
5416394105
Address
61370 CULTUS LAKE COURT, BEND, OR 97702

Signing Officer

Name
Kathy Morgan
Title
President
Phone
5416394105
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Price Fronk & Co
Address
2796 NW CLEARWATER DR, BEND, OR 97703
Preparer
Candace S Fronk
Phone
5413824791
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 2,325.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: tree 4 hope. Grantee address: 1492 linglestown road harrisburg, pa 17110. Property description: cash. Date of gift: 05/25/17. Amount given: 17,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: habitat for humanity. Grantee address: 224 ne thurston ave bend, or 97701. Property description: cash. Date of gift: 02/10/17. Amount given: 1,123. Total included on form 990-ez, line 10: 18,623.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: supplies. Amount: 715. Description: misc. Amount: 390. Description: state taxes. Amount: 30. Total to form 990-ez, line 16: 1,135.”

Raw XML Appendix167 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KATHY MORGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05416394105
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt061370 CULTUS LAKE COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090343
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt087180
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-3163
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0908
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt018623
IRS990EZ/GrossReceiptsAmt017503
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090343
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt087180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON CONGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01135
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL ASSISTANCE TO ORPHANS, WIDOWS, NEGLECTED, UNDERSERVED CHILDREN AND ADULTS, BOTH DOMESTICALLY AND IN DEVELOPING COUNTRIES TO IMPROVE EDUCATION, NUTRITION, HEALTH, AND MEDICAL NEEDS OF THE INDIVIDUAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELPED ORGANIZE MISSION TRIPS TO INDIVIDUALS IN NEED AROUND THE WORLD TO IMPROVE EDUCATION, NUTRITION, HEALTH AND MEDICAL NEEDS OF INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018623
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018623
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020666
IRS990EZ/TotalProgramServiceExpensesAmt018623
IRS990EZ/TotalRevenueAmt017503
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020536
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt021719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt084088
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02325
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02955
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04599
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013943
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02325
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02955
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04599
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013943
IRS990ScheduleA/InvestmentIncomeCYPct00.14220
IRS990ScheduleA/InvestmentIncomePYPct00.14510
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85780
IRS990ScheduleA/PublicSupportPY509Pct00.85490
IRS990ScheduleA/PublicSupportTotal509Amt084088
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015178
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020536
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt026655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021719
IRS990ScheduleA/Total509Grp/TotalAmt084088
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017503
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023491
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt030673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt046
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt098031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 2,325.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: TREE 4 HOPE. GRANTEE ADDRESS: 1492 LINGLESTOWN ROAD HARRISBURG, PA 17110. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/25/17. AMOUNT GIVEN: 17,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: HABITAT FOR HUMANITY. GRANTEE ADDRESS: 224 NE THURSTON AVE BEND, OR 97701. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/10/17. AMOUNT GIVEN: 1,123. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 18,623.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: SUPPLIES. AMOUNT: 715. DESCRIPTION: MISC. AMOUNT: 390. DESCRIPTION: STATE TAXES. AMOUNT: 30. TOTAL TO FORM 990-EZ, LINE 16: 1,135.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05416394105
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRANCHES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRAN
ReturnHeader/Filer/EIN0263876947
ReturnHeader/Filer/PhoneNum05416394105
ReturnHeader/Filer/USAddress/AddressLine1Txt061370 CULTUS LAKE COURT
ReturnHeader/Filer/USAddress/CityNm0BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097702
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId058FA0F2CCEBD292C01E68693276CEDC4A1D4AD53
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B09AA58C4281861A67AD2BCA083C4ACABAF163AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.158.187.178
ReturnHeader/FilingSecurityInformation/IPDt02018-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:55:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930620214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICE FRONK & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02796 NW CLEARWATER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097703
ReturnHeader/PreparerPersonGrp/PhoneNum05413824791
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDACE S FRONK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-10T17:38:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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