Civic Intelligence

Branches Foundation

990EZ • Fiscal year 2015 • EIN 26-3876947

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

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

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

9th percentile

-43%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$88,096

Down $13,482 (-13%) from 2014

Net Assets

Down

$88,096

Down $13,482 (-13%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin9th percentile

Revenue

Up

$31,033

Up $4,668 (+18%) from 2014

Expenses

Up

$44,515

Up $29,501 (+196%) from 2014

Net Income

Down

-$13,482

Down $24,833 (-219%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

2015

Assets$88,096
Liabilities$0
Net Assets$88,096
Open 2015 Filing

Operations Trend

Revenue Growth71st percentile

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

2015

Revenue$31,033
Expenses$44,515
Net Income-$13,482
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$43,255
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.

To proide 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 ORGANZIE MISSION TRIPS TO INDIVIDUALS IN NEED AROUND THE WORLD TO IMPROVE EDUCATION, NUTRITION, HEALTH AND MEDICAL NEEDS OF INDIVIDUALS$39,064$42,394
Compensation and Service Providers
Top Officer PayScore unavailable

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
2016-11-15
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: 4,018.”

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

“Activity classification: . Grantee name: cash. Property description: cash. Date of gift: various. Amount given: 42,394.”

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

“Description: bank fees. Amount: 15. Description: dues & subscriptions. Amount: 35. Description: supplies. Amount: 19. Total to form 990-ez, line 16: 69.”

Raw XML Appendix157 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/BOYAmt0101578
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088096
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt026655
IRS990EZ/CostOrOtherBasisExpenseSaleAmt012222
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-13482
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02052
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0101578
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088096
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0360
IRS990EZ/GrantsAndSimilarAmountsPaidAmt042394
IRS990EZ/GrossReceiptsAmt043255
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04018
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0101578
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088096
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0101578
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088096
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/OtherExpensesTotalAmt069
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROIDE 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 ORGANZIE MISSION TRIPS TO INDIVIDUALS IN NEED AROUND THE WORLD TO IMPROVE EDUCATION, NUTRITION, HEALTH AND MEDICAL NEEDS OF INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039064
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt042394
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt012582
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/TotalExpensesAmt044515
IRS990EZ/TotalProgramServiceExpensesAmt042394
IRS990EZ/TotalRevenueAmt031033
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021719
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt048374
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04599
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0326
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04599
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0326
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09067
IRS990ScheduleA/InvestmentIncomeCYPct00.15780
IRS990ScheduleA/InvestmentIncomePYPct00.20020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84220
IRS990ScheduleA/PublicSupportPY509Pct00.79980
IRS990ScheduleA/PublicSupportTotal509Amt048374
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt026655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021719
IRS990ScheduleA/Total509Grp/TotalAmt048374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026318
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0326
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 4,018.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: CASH. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 42,394.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK FEES. AMOUNT: 15. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 35. DESCRIPTION: SUPPLIES. AMOUNT: 19. TOTAL TO FORM 990-EZ, LINE 16: 69.
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 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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05416394105
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
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/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/ReturnTs02016-11-15T18:07:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,096
Liabilities
$0
Net assets
$88,096
Revenue
$31,033
Expenses
$44,515
Net income
-$13,482
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