Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Oregon Suzuki Institute
990EZ • Fiscal year 2014 • EIN 27-0072019
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
34th percentile
Higher net margin than 34% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
28th percentile
Faster revenue growth than 28% of similar nonprofits.
Balance Sheet
Assets
Down$40,262
Down $3,970 (-9.0%) from 2013
Net Assets
Down$40,262
Down $3,970 (-9.0%) from 2013
Liabilities
Flat$0
Flat from 2013
Revenue And Expenses
Revenue
Down$136,556
Down $21,779 (-14%) from 2013
Expenses
Down$140,526
Down $563 (-0.4%) from 2013
Net Income
Down-$3,970
Down $21,216 (-123%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- May 13, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $136,556
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
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED SUMMER CAMP MUSICAL TRAINING FOR APPROXIMATELY 300 STUDENTS AND FURTHER TRAINING FOR 25 TEACHERS | $136,519 | $77,822 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KATHLEEN M REED | Director | - | $0 | - | - |
| CYNTHIA SCOTT | Director | - | $0 | - | - |
| JOHN HESS | Asst Director | - | $0 | - | - |
| LAURITA JAUREQUI | Asst Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Oregon Suzuki Institute
- EIN
- 27-0072019
- Address
- PO BOX 23066, Portland, OR 97281
Signing Officer
- Name
- Kathie Reed
- Title
- Director
- Phone
- 5036393795
- Signed
- 2015-05-13
- Discuss with paid preparer
- No
Preparer
- Firm
- Cyndy & Associates Tax Services LLC
- Address
- 2915 Portland Rd, Newberg, OR 97132
- Preparer
- William Litherland
- Phone
- 5034876935
Supplemental Narrative
Additional Explanations
List of grants and similar amounts paid Part I line 10
“Relationship none”
Description of other expenses Part I line 16
“Description AmountAIRPORT SHUTTLE 720BANK SERVICE CHARGES 46BOOKS 839Piano rental 1,300HONORARIUM 64,738LIABILITY INSURANCE 833POSTAGE AND DELIVERY 354OFFICE SUPPLIES 490PROGRAM EXPENSE 53,374SAA LEADERSHIP CONFERENCE 2,922SUPPLIES 2,456TRAVEL 7,063WEBSITE 1,100RECEPTION 150REFUND 1,147MISC 500RETURNED CHECK DOUBLE ENTERED 1,035CORRECTED ENTRY 1,109”
Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KATHLEEN M REED |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5036393795 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 11435 SW GREENBERG RD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Portland |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97223 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 44232 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 40262 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 136519 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3970 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 350 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 44232 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 40262 |
| IRS990EZ/GrossReceiptsAmt | 0 | 136556 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 44232 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 40262 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 44232 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 40262 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KATHLEEN M REED |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CYNTHIA SCOTT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOHN HESS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LAURITA JAUREQUI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | ASST DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | ASST DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 140176 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | MUSICAL EDUCATION |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 37 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED SUMMER CAMP MUSICAL TRAINING FOR APPROXIMATELY 300 STUDENTS AND FURTHER TRAINING FOR 25 TEACHERS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 136519 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 77822 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OR |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 140526 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 77822 |
| IRS990EZ/TotalRevenueAmt | 0 | 136556 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 108896 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 158335 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 142610 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1291210 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 114020 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 1815071 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 127 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 212 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 40 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 379 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 127 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 212 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 40 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 379 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99980 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 1815071 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 108896 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 158335 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 142610 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1291210 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 114020 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 1815071 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 108896 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 158335 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 142737 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1291422 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 114060 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 1815450 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Relationship none |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountAIRPORT SHUTTLE 720BANK SERVICE CHARGES 46BOOKS 839Piano rental 1,300HONORARIUM 64,738LIABILITY INSURANCE 833POSTAGE AND DELIVERY 354OFFICE SUPPLIES 490PROGRAM EXPENSE 53,374SAA LEADERSHIP CONFERENCE 2,922SUPPLIES 2,456TRAVEL 7,063WEBSITE 1,100RECEPTION 150REFUND 1,147MISC 500RETURNED CHECK DOUBLE ENTERED 1,035CORRECTED ENTRY 1,109 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Kathie Reed |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Director |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5036393795 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-05-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OREGON SUZUKI INSTITUTE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OREG |
| ReturnHeader/Filer/EIN | 0 | 270072019 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 23066 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Portland |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97281 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 455310724 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Cyndy & Associates Tax Services LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2915 Portland Rd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Newberg |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 97132 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5034876935 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-08-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | William Litherland |
| ReturnHeader/ReturnTs | 0 | 2015-08-12T10:27:41-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
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.
- Assets
- $40,262
- Liabilities
- $0
- Net assets
- $40,262
- Revenue
- $136,556
- Expenses
- $140,526
- Net income
- -$3,970