Civic Intelligence

Branches Foundation

990EZ • Fiscal year 2014 • EIN 26-3876947

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 08, 2015

Organization ProfileN/A
61370 Cultus Lake CourtBend, OR 97702

(541) 639-4105

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

90th percentile

43%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$101,578

No earlier filing loaded for comparison.

Net Assets

$101,578

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

$26,365

No earlier filing loaded for comparison.

Expenses

$15,014

No earlier filing loaded for comparison.

Net Income

$11,351

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2014

Assets$101,578
Liabilities-
Net Assets$101,578
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$26,365
Expenses$15,014
Net Income$11,351
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 8, 2015
Return Version
2014v5.0
Gross Receipts
$40,732
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.$14,440$13,101
Compensation and Service Providers
Top Officer Pay74th 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
Signed
2015-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Price Fronk & Co
Address
975 SW Colorado Ave Suite 200, Bend, OR 97702
Preparer
Candace S Fronk
Phone
5413824791
Supplemental Narrative

Additional Explanations

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

“| Cash Amount Given: $14440”

Other Expenses.1

“Dues & subscriptions $420”

Other Expenses.2

“SUPPLIES $78”

Other Expenses.3

“BANK FEES $76”

Raw XML Appendix151 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Kathy 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/BOYAmt090227
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101578
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt021719
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt014367
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011351
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt090227
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101578
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0558
IRS990EZ/GrantsAndSimilarAmountsPaidAmt014440
IRS990EZ/GrossReceiptsAmt040732
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04088
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090227
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101578
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt090227
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101578
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHY MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT MORGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON CONGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0574
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/GrantsAndAllocationsAmt014440
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013101
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt014925
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015014
IRS990EZ/TotalProgramServiceExpensesAmt014440
IRS990EZ/TotalRevenueAmt026365
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt021719
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04599
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0326
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0386
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05435
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04599
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0326
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0386
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05435
IRS990ScheduleA/InvestmentIncomeCYPct00.20020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.79980
IRS990ScheduleA/PublicSupportTotal509Amt021719
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021719
IRS990ScheduleA/Total509Grp/TotalAmt021719
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt026318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0326
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0386
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt027154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $14440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES & SUBSCRIPTIONS $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $78
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES $76
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 Expenses.3
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-08
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Price Fronk & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0975 SW Colorado Ave Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bend
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097702
ReturnHeader/PreparerPersonGrp/PhoneNum05413824791
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CANDACE S FRONK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-10-15T13:47:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,578
Liabilities
-
Net assets
$101,578
Revenue
$26,365
Expenses
$15,014
Net income
$11,351
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