Civic Intelligence

The Set Foundation Inc

EIN 26-4334163 • 501(c)3 • Lake Oswego, OR

Profile

Providing continuing educational seminars and webinars for the medical professionals.

333 South State StreetLake Oswego, OR 97034

n/A

Siviq Scores

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

Liabilities / Assets

88th percentile

0.68x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.06x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

97th percentile

211%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

8.4%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$144,733

Up $98,146 (+211%) from 2023

Liabilities

Up

$97,700

Up $19,000 (+24%) from 2023

Net Assets

Up

$47,033

Up $79,146 (+246%) from 2023

Operations
Liabilities / Revenue47th percentileNet Margin48th percentile

Revenue

Up

$1,619,032

Up $126,023 (+8.4%) from 2023

Expenses

Up

$1,563,411

Up $160,414 (+11%) from 2023

Net Income

Down

$55,621

Down $34,391 (-38%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$200K$100K$0-$100KAssets 2010: $34,278Net Assets 2010: $34,2782010Assets 2012: $6,465Liabilities 2012: $0Net Assets 2012: $6,4652012Assets 2013: $14,040Liabilities 2013: $0Net Assets 2013: $14,0402013Assets 2014: $4,900Liabilities 2014: $0Net Assets 2014: $4,9002014Assets 2015: $2,965Liabilities 2015: $2,636Net Assets 2015: $3292015Assets 2016: $270Liabilities 2016: $750Net Assets 2016: -$4802016Assets 2017: $2,553Liabilities 2017: $16,250Net Assets 2017: -$13,6972017Assets 2018: $20,415Liabilities 2018: $97,350Net Assets 2018: -$76,9352018Assets 2019: $6,236Liabilities 2019: $78,220Net Assets 2019: -$71,9842019Assets 2020: $0Liabilities 2020: $85,211Net Assets 2020: -$85,2112020Assets 2021: $65,372Liabilities 2021: $78,700Net Assets 2021: -$13,3282021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022Assets 2023: $46,587Liabilities 2023: $78,700Net Assets 2023: -$32,1132023Assets 2024: $144,733Liabilities 2024: $97,700Net Assets 2024: $47,0332024

Highlighted filing

2024

Assets$144,733
Liabilities$97,700
Net Assets$47,033
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $104,329Expenses 2010: $115,416Net Income 2010: -$11,0872010Revenue 2012: $115,836Expenses 2012: $122,267Net Income 2012: -$6,4312012Revenue 2013: $138,818Expenses 2013: $131,243Net Income 2013: $7,5752013Revenue 2014: $106,794Expenses 2014: $115,934Net Income 2014: -$9,1402014Revenue 2015: $111,805Expenses 2015: $116,376Net Income 2015: -$4,5712015Revenue 2016: $4,600Expenses 2016: $5,409Net Income 2016: -$8092016Revenue 2017: $101,757Expenses 2017: $114,974Net Income 2017: -$13,2172017Revenue 2018: $150,504Expenses 2018: $213,742Net Income 2018: -$63,2382018Revenue 2019: $131,427Expenses 2019: $126,476Net Income 2019: $4,9512019Revenue 2020: $116,002Expenses 2020: $129,229Net Income 2020: -$13,2272020Revenue 2021: $106,791Expenses 2021: $34,908Net Income 2021: $71,8832021Revenue 2022: $1,456,946Expenses 2022: $1,565,743Net Income 2022: -$108,7972022Revenue 2023: $1,493,009Expenses 2023: $1,402,997Net Income 2023: $90,0122023Revenue 2024: $1,619,032Expenses 2024: $1,563,411Net Income 2024: $55,6212024

Highlighted filing

2024

Revenue$1,619,032
Expenses$1,563,411
Net Income$55,621
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,733
Liabilities
$97,700
Net assets
$47,033
Revenue
$1,619,032
Expenses
$1,563,411
Net income
$55,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.10$0.05$1.62$1.56$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.08$0.03$1.49$1.40$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.46$1.57$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.08$0.01$0.11$0.03$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.09$0.09$0.12$0.13$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.08$0.07$0.13$0.13$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.10$0.08$0.15$0.21$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.02$0.01$0.10$0.11$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.12$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.14$0.13$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.12$0.12$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.10$0.12$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Gross Receipts
$1,619,032
Mission and Program Overview

Mission

To provide comprehensive open vascular and endovascular training & education.

Providing continuing educational seminars and webinars for the medical professionals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$46,587$144,733▲ $98,146
Loans From Officers Directors$78,700$97,700▲ $19,000
Rtn Earn Endowment Incm Other Fnds$-32,113$47,033▲ $79,146
Total Assets$46,587$144,733▲ $98,146
Liabilities
Deferred Revenue$0$0→ $0
Total Liabilities$78,700$97,700▲ $19,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$-32,113$47,033▲ $79,146
Total Liabilities and Net Assets / Fund Balance$46,587$144,733▲ $98,146
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Julie VissersPresident
Michael ClouseDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,619,008
Program Service Revenue
$0
Investment Income
$24
Other Revenue
$0
All Other Contributions
$662,670
Change in Net Assets
$55,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,548,411
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$1,425,719$0$0$1,425,719
All Other Expenses$41,655$0$0$41,655
Information Technology$25,200$0$0$25,200
Advertising$15,828$0$0$15,828
Grants to Domestic Orgs$15,000--$15,000
Office Expenses$4,542$0$0$4,542
Fees for Services Management$0$2,720$0$2,720
Fees for Services Accounting$0$1,500$0$1,500
Other Expenses$0$100$0$100
Total Functional Expenses$1,559,003$4,408$0$1,563,411
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$78,700$97,700▲ $19,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Filing and Contact Details

Filer

Filer Name
The SET Foundation Inc
EIN
26-4334163
Phone
5036354761
Address
333 South State Street, Lake Oswego, OR 97034

Signing Officer

Name
Julie Vissers
Title
President
Phone
5036354761
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Vissers
Formed
2009
Legal Domicile
Or
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
25

Preparer

Firm
Hunter Accounting Solutions Inc
Address
123 Kentucky Derby Drive, Clayton, NC 27520
Preparer
Sheila Hunter-Wooten
Phone
9198762400
Supplemental Narrative

Additional Explanations

Pt III, Line 2

“Added 10 new progam/courses to the seminar lineup”

Pt VI, Line 8A

“the executive committe did document meetings held & record”

Pt VI, Line 8B

“yes the committee recorded meetings held”

Pt VI, Line 11B

“President & director have reviewed 990 and made available to all members”

Pt X

“Prior year Net assets and fund balances were corrected because they were reported wrong on the 2022 report. Lines 31-32-33. The balances for 2023 are now correct.”

Raw XML Appendix355 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.

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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01492990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01456923
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0116002
IRS990ScheduleA/Total509Grp/TotalAmt04791714
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04791738
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Added 10 new progam/courses to the seminar lineup
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1the executive committe did document meetings held & record
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2yes the committee recorded meetings held
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3President & director have reviewed 990 and made available to all members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Prior year Net assets and fund balances were corrected because they were reported wrong on the 2022 report. Lines 31-32-33. The balances for 2023 are now correct.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt X
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt046587
IRS990/TotalAssetsEOYAmt0144733
IRS990/TotalAssetsGrp/BOYAmt046587
IRS990/TotalAssetsGrp/EOYAmt0144733
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01619008
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04408
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01559003
IRS990/TotalFunctionalExpensesGrp/TotalAmt01563411
IRS990/TotalGrossUBIAmt024
IRS990/TotalLiabilitiesBOYAmt078700
IRS990/TotalLiabilitiesEOYAmt097700
IRS990/TotalLiabilitiesGrp/BOYAmt078700
IRS990/TotalLiabilitiesGrp/EOYAmt097700
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-32113
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt047033
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01559003
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01619032
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt024
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt046587
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0144733
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0333 S State Street V324
IRS990/USAddress/CityNm0Lake Oswego
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097034
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Vissers
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05036354761
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The SET Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SETF
ReturnHeader/Filer/EIN0264334163
ReturnHeader/Filer/PhoneNum05036354761
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 South State Street
ReturnHeader/Filer/USAddress/CityNm0Lake Oswego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208478916
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hunter Accounting Solutions Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0123 Kentucky Derby Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027520
ReturnHeader/PreparerPersonGrp/PhoneNum09198762400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sheila Hunter-Wooten
ReturnHeader/ReturnTs02025-05-12T12:14:07-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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