Civic Intelligence

Oregon Suzuki Institute

990EZ • Fiscal year 2013 • EIN 27-0072019

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

PO Box 2306697281

(503) 639-3795

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$44,232

Up $12,558 (+40%) from 2012

Net Assets

Up

$44,232

Up $12,558 (+40%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$158,335

Up $15,595 (+11%) from 2012

Expenses

Up

$141,089

Up $9,711 (+7.4%) from 2012

Net Income

Up

$17,246

Up $5,884 (+52%) from 2012

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $21,240Liabilities 2010: $0Net Assets 2010: $21,2402010Assets 2012: $31,674Liabilities 2012: $0Net Assets 2012: $31,6742012Assets 2013: $44,232Liabilities 2013: $0Net Assets 2013: $44,2322013Assets 2014: $40,262Liabilities 2014: $0Net Assets 2014: $40,2622014Assets 2015: $26,977Liabilities 2015: $0Net Assets 2015: $26,9772015Assets 2017: $9,004Liabilities 2017: $0Net Assets 2017: $9,0042017Assets 2018: $4,730Liabilities 2018: $0Net Assets 2018: $4,7302018Assets 2019: $380Liabilities 2019: $0Net Assets 2019: $3802019Assets 2020: $534Liabilities 2020: $0Net Assets 2020: $5342020Assets 2021: $14,125Liabilities 2021: $0Net Assets 2021: $14,1252021Assets 2022: $2,036Net Assets 2022: $2,0362022Assets 2023: $674Liabilities 2023: $0Net Assets 2023: $6742023Assets 2024: $9,954Liabilities 2024: $0Net Assets 2024: $9,9542024Assets 2025: $8,176Liabilities 2025: $0Net Assets 2025: $8,1762025

Highlighted filing

2013

Assets$44,232
Liabilities$0
Net Assets$44,232

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $111,402Expenses 2010: $112,347Net Income 2010: -$9452010Revenue 2012: $142,740Expenses 2012: $131,378Net Income 2012: $11,3622012Revenue 2013: $158,335Expenses 2013: $141,089Net Income 2013: $17,2462013Revenue 2014: $136,556Expenses 2014: $140,526Net Income 2014: -$3,9702014Revenue 2015: $121,787Expenses 2015: $135,072Net Income 2015: -$13,2852015Revenue 2017: $121,980Expenses 2017: $128,162Net Income 2017: -$6,1822017Revenue 2018: $139,547Expenses 2018: $143,821Net Income 2018: -$4,2742018Revenue 2019: $133,716Expenses 2019: $138,066Net Income 2019: -$4,3502019Revenue 2020: $6,059Expenses 2020: $5,905Net Income 2020: $1542020Revenue 2021: $38,759Expenses 2021: $25,168Net Income 2021: $13,5912021Revenue 2022: $117,667Expenses 2022: $129,756Net Income 2022: -$12,0892022Revenue 2023: $125,184Expenses 2023: $126,546Net Income 2023: -$1,3622023Revenue 2024: $178,882Expenses 2024: $169,602Net Income 2024: $9,2802024Revenue 2025: $160,307Expenses 2025: $162,085Net Income 2025: -$1,7782025

Highlighted filing

2013

Revenue$158,335
Expenses$141,089
Net Income$17,246
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$158,335
Mission and Program Overview

Mission

To provide an opportunity for suzuki students to receive lessons, individually and in groups, and provide motivation and reinforcement for participants in their normal study at home. Provide opportunity for parents to see the suzuki approach on a grand scale and to learn further skills to help their children. To provided opportunities for teachers and advanced students to begin learning to teach according to the suzuki philosophy and for current suzuki teachers to expand their skills.

MUSICAL EDUCATION

Program Services

DescriptionGrantsExpenses
PROVIDED SUMMER CAMP MUSICAL TRAINING FOR APPROXIMATELY 300 STUDENTS AND FURTHER TRAINING FOR 25 TEACHERS$158,335$141,275
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN M REEDDirector-$0--
CYNTHIA SCOTTDirector-$0--
JOHN HESSAsst Director-$0--
LAURITA JAUREQUIAsst Director-$0--
Filing and Contact Details

Filer

EIN
27-0072019

Signing Officer

Name
Kathie Reed
Title
Director
Phone
5036393795
Signed
2014-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
William Litherland
Phone
5034876935
Supplemental Narrative

Additional Explanations

General explanation attachment

Return was filed late due to late arriving financial data

List of grants and similar amounts paid Part I line 10

Activity Scholarships Relationship none

Raw XML Appendix149 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KATHLEEN M REED
IRS990EZ/BooksInCareOfDetail/PhoneNum05036393795
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IRS990EZ/BooksInCareOfDetail/USAddress/City0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode097223
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt026986
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044232
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURITA JAUREQUI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASST DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASST DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0158335
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0141275
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0141089
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IRS990EZ/TotalRevenueAmt0158335
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0158335
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0142610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01291210
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IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt01802120
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0158335
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0114020
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt095985
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01802539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN WAS FILED LATE DUE TO LATE ARRIVING FINANCIAL DATA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarships Relationship none
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathie Reed
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05036393795
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10OREGON SUZUKI INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0270072019
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 23066
ReturnHeader/Filer/USAddress/City0Portland
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097281
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ReturnHeader/PreparerPersonGrp/PhoneNum05034876935
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Litherland
ReturnHeader/ReturnTs02014-05-14T12:11:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$1.60$1.62$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.79$1.70$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.25$1.27$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.02$1.18$1.30$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.39$0.25$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.06$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.34$1.38$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.40$1.44$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.22$1.28$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.22$1.35$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.37$1.41$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.58$1.41$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$1.43$1.31$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$1.11$1.12$0.01