Civic Intelligence

Chalice Oak Foundation

990 • Fiscal year 2013 • EIN 30-0554066

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 25, 2014

Organization Profilewww.chaliceoak.org
5703 SE Nehalem St97206

(503) 385-2135

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

63rd percentile

9.2%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

79th percentile

$13,197

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

$44,640

No earlier filing loaded for comparison.

Net Assets

$44,640

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin63rd percentile

Revenue

$453,282

No earlier filing loaded for comparison.

Expenses

$411,412

No earlier filing loaded for comparison.

Net Income

$41,870

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2013: $44,640Liabilities 2013: $0Net Assets 2013: $44,6402013Assets 2014: $139,156Liabilities 2014: $0Net Assets 2014: $139,1562014Assets 2015: $106,490Net Assets 2015: $106,4902015Assets 2016: $115,727Net Assets 2016: $115,7272016

Highlighted filing

2013

Assets$44,640
Liabilities$0
Net Assets$44,640
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2013: $453,282Expenses 2013: $411,412Net Income 2013: $41,8702013Revenue 2014: $250,837Expenses 2014: $156,321Net Income 2014: $94,5162014Revenue 2015: $145,038Expenses 2015: $177,704Net Income 2015: -$32,6662015Revenue 2016: $21,764Expenses 2016: $12,527Net Income 2016: $9,2372016

Highlighted filing

2013

Revenue$453,282
Expenses$411,412
Net Income$41,870
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 25, 2014
Return Version
2013v3.1
Gross Receipts
$453,282
Mission and Program Overview

Mission

Infrastructure, tools & resources

Infrastructure, tools & resources It is our mission to offer the infrastructure, tools, training and resources required to promote effective nonprofit management, leadership development, grass-roots organizing, and compassionate relations to those who embrace the spirit of our Vision.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,770$44,640▲ $41,870
Total Assets$2,770$44,640▲ $41,870
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$30,074-
Unrestricted Net Assets$2,770$14,566▲ $11,796
Total Net Assets Fund Balance$2,770$44,640▲ $41,870
Total Liabilities and Net Assets / Fund Balance$2,770$44,640▲ $41,870
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Rev Constance YostExecutive DirectorPT$13,197$13,197

Board Members and Trustees

NameTitle
Rev John MorehousePresident
John TrickettVice President
Dale OsborneSecretary
Jennifer HocuttTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$453,032
Program Service Revenue
$250
Investment Income
$0
Other Revenue
$0
All Other Contributions
$453,032
Change in Net Assets
$41,870
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$392,250
Other Expenses$19,162
Total Fundraising Expense$3,550
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$392,250--$392,250
Fees for Services Management$8,578$3,299$1,320$13,197
Insurance$0$2,285$0$2,285
Advertising$0$0$1,658$1,658
Travel$1,073$27$0$1,100
Office Expenses$31$83$561$675
Conferences and Meetings$0$139$0$139
Information Technology$70$27$11$108
Total Functional Expenses$402,002$5,860$3,550$411,412
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Building$392,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
30-0554066
Phone
5033852135

Signing Officer

Name
Constance Yost
Title
Executive Director
Phone
5033852135
Signed
2014-02-25

Organization Details

Principal Officer
Constance Yost
Formed
2010
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Preparer
Jacolyn C Wheatley
Phone
5034451576
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Board review prior to filing”

Pt VI, Line 12C

“Annual review”

Raw XML Appendix293 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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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Executive Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02010
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CONSTANCE YOST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05033852135
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10Chalice Oak Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHAL
ReturnHeader/Filer/EIN0300554066
ReturnHeader/Filer/PhoneNum05033852135
ReturnHeader/Filer/USAddress/AddressLine105703 SE Nehalem St
ReturnHeader/Filer/USAddress/City0Portland
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097206
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Jacolyn C Wheatley CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102403 SE Monroe Suite E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Milwaukie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097222
ReturnHeader/PreparerPersonGrp/PhoneNum05034451576
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOLYN C WHEATLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-03-21T13:34:22-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,640
Liabilities
$0
Net assets
$44,640
Revenue
$453,282
Expenses
$411,412
Net income
$41,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.16$1.16$0.22$0.13$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.45$1.78$0.33
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$2.51$1.56$0.95
2013Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$4.53$4.11$0.42