Civic Intelligence

The Set Foundation Inc

990EZ • Fiscal year 2020 • EIN 26-4334163

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

333 South State Street V324Lake Oswego, OR 97034

(503) 635-4761

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 2020

Liabilities / Revenue

93rd percentile

0.73x

Higher debt load relative to revenue than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

27th percentile

-11%

Higher net margin than 27% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

-12%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $6,236 (-100%) from 2019

Net Assets

Down

-$85,211

Down $13,227 (-18%) from 2019

Liabilities

Up

$85,211

Up $6,991 (+8.9%) from 2019

Revenue

Down

$116,002

Down $15,425 (-12%) from 2019

Expenses

Up

$129,229

Up $2,753 (+2.2%) from 2019

Net Income

Down

-$13,227

Down $18,178 (-367%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$0
Liabilities$85,211
Net Assets-$85,211

Operations Trend

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

2020

Revenue$116,002
Expenses$129,229
Net Income-$13,227
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$116,002
Mission and Program Overview

Mission

To provide comprehensive open vascular and endovascular training & education.

The Sanctuary of Endovascular Therapy (S.E.T.) has established itself as one of the premier endovascular meetings. The Symposium provides vascular surgeons, interventional radiologists, cardiologists, podiatrists and allied health professionals a unique interactive program with the most current information and treatment options for endovascular disease.

Program Services

DescriptionGrantsExpenses
The Organization hosted a 3 day symposium providing vascular surgeons, interventional radiologists, cardiologists, podiatrists and allied health professionals a unique interactive program with the most current information and treatment options for endovascular disease.$119,523-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie VissersPresidentPT$0--
Lynn TomkinsDirector-$0--
MIKE CLOUSEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Set Foundation Inc
EIN
26-4334163
Phone
5036354761
Address
333 SOUTH STATE STREET V324, LAKE OSWEGO, OR 97034

Signing Officer

Name
Julie Vissers
Title
President
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Baker & Colson PC CPAs
Address
2414 NE Division, Gresham, OR 97030
Preparer
Cathy Brunscheon
Phone
5036665569
Supplemental Narrative

Additional Explanations

Other Expenses.1003

Information Technology $378

Other Expenses.1005

Travel $15028

Other Expenses.1

MERCHANT SERVICES $5137

Other Expenses.2

ACCREDATION FEES $3375

Other Expenses.3

COURSE MATERIALS $755

Other Expenses.4

AWARDS $250

Other Expenses.5

Dues & subscriptions $200

Other Expenses.7

SUPPLIES $95

Total Liabilities.1

LOAN FROM WAM - Beginning $3220 LOAN FROM WAM - Ending $0

Total Liabilities.2

LOAN FROM CIA - Beginning $75000 LOAN FROM CIA - Ending $78500

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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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