Civic Intelligence

Oregon Schools Foundation

990EZ • Fiscal year 2017 • EIN 34-1691643

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profilewww.OregonSchoolsFoundation.org
5721 Seaman RdOregon, OH 43616

(419) 467-8954

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 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$10,765

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

73rd percentile

23%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$288,188

Up $53,252 (+23%) from 2016

Net Assets

Up

$288,188

Up $53,252 (+23%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Up

$147,256

Up $27,223 (+23%) from 2016

Expenses

Up

$122,755

Up $16,957 (+16%) from 2016

Net Income

Up

$24,501

Up $10,266 (+72%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.0M$500K$0Assets 2016: $234,936Net Assets 2016: $234,9362016Assets 2017: $288,188Net Assets 2017: $288,1882017Assets 2018: $272,942Net Assets 2018: $272,9422018Assets 2019: $400,468Net Assets 2019: $400,4682019Assets 2020: $553,219Liabilities 2020: $0Net Assets 2020: $553,2192020Assets 2021: $648,133Liabilities 2021: $0Net Assets 2021: $648,1332021Assets 2022: $736,629Liabilities 2022: $0Net Assets 2022: $736,6292022Assets 2023: $747,090Liabilities 2023: $0Net Assets 2023: $747,0902023Assets 2024: $917,195Liabilities 2024: $0Net Assets 2024: $917,1952024

Highlighted filing

2017

Assets$288,188
Liabilities-
Net Assets$288,188
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$600K$400K$200K$0-$200KRevenue 2016: $120,033Expenses 2016: $105,798Net Income 2016: $14,2352016Revenue 2017: $147,256Expenses 2017: $122,755Net Income 2017: $24,5012017Revenue 2018: $141,572Expenses 2018: $126,927Net Income 2018: $14,6452018Revenue 2019: $170,930Expenses 2019: $89,220Net Income 2019: $81,7102019Revenue 2020: $191,612Expenses 2020: $88,688Net Income 2020: $102,9242020Revenue 2021: $318,263Expenses 2021: $295,689Net Income 2021: $22,5742021Revenue 2022: $350,292Expenses 2022: $201,785Net Income 2022: $148,5072022Revenue 2023: $377,264Expenses 2023: $430,290Net Income 2023: -$53,0262023Revenue 2024: $409,056Expenses 2024: $238,951Net Income 2024: $170,1052024

Highlighted filing

2017

Revenue$147,256
Expenses$122,755
Net Income$24,501
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$162,583
Mission and Program Overview

Mission

To accept, manage and distribute gifts according to donor designation in order to enrich, inspire, expand and strengthen educational opportunities for our elementary and secondary school students in the Oregon City School District.

Program Services

DescriptionGrantsExpenses
Oregon Schools Foundation receives designated contributions each year that enable it to fund special projects in the Oregon City School system in the areas of Academics, Art and Athletics. During the past year these resources were used to fund improvements to the School system's academic and athletic facilities.$69,243$1,584
Art in elementary programs serve to makeup for the loss of state funding in areas such as music, art, library support and athletics. Funds made available for classes at all of the Oregon School district's elementary levels have been utlilized to establish after-school clubs in these highly valued areas.$29,572-
The Oregon Schools foundation awards Classroom Grants each year that provide opportunities for students and teachers to learn in new environments and develop creative teaching methods in the Oregon City School District.During the past year, grants totaling $7,958.40 contributed to the benefit of both elementary and secondary school students by funding program ideas such as providing high-tech cameras for engineering applications, providing whiteboard desks for training in mathematics, and by making web-based design materials available for internet applications.$9,382$7,959
The Loads of fun program is an outreach program that provides funds each year that make available reading readiness resource kits along with support for incoming kindergarten students and their families in the Oregon Schools district. This program includes in-home reading readiness activities that prepare all kindergarten students in the summer months before their kindergarten classes begin.$3,388$250
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY HANSENDirectorPT$10,765-$10,765
COLLEEN BARRONTrustee-$0--
LESLIE CARRTrustee-$0--
ELLEN DANIELTrustee-$0--
TRINA FLOYDTrustee-$0--
HANS GILLERTrustee-$0--
HAL GREGORYTrustee-$0--
JENNIFER BRUNSTrustee-$0--
BRENT SHIMMANPresident-$0--
BRANDON WILLIAMSVice President-$0--
CHRIS WALENDZAKSecretary-$0--
ERIC HEINTSCHELTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Frost Fest 2017$53,381$22,126$2,024$20,102
Total Events$53,381$22,126$15,327$6,799
Filing and Contact Details

Filer

Filer Name
Oregon Schools Foundation
EIN
34-1691643
Address
5721 Seaman Rd, Oregon, OH 43616

Signing Officer

Name
Brent Shimman
Title
President
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
CPA Web Books LLC
Address
8245 Farnsworth Rd Suite B, Waterville, OH 43566
Preparer
Kevin D Simpson CPA
Phone
4192973823
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Oregon City Schools | Donee's Address: 5721 Seaman Rd Oregon OH 43616 | Cash Amount Given: $9793”

Other Expenses.1001

“Advertising and Promotion $310”

Other Expenses.1003

“Information Technology $588”

Other Expenses.1005

“Travel $104”

Other Expenses.1012

“Insurance $1347”

Other Expenses.1

“Restricted Payouts $65414”

Other Expenses.2

“Academics, Arts, Athletics $28073”

Other Expenses.3

“Endowment Investment Fees $2476”

Other Expenses.4

“Gifts & Awards $2024”

Other Expenses.5

“Supplies $516”

Other Expenses.7

“Bank Charges $299”

Other Expenses.8

“Licenses & Permits $100”

Other Expenses.9

“Workers Compensation $39”

Other Assets.1

“Endowments - Beginning $204455 Endowments - Ending $252814”

Endowment Fund Investments, Part II, Line 24

“Oregon Schools Foundation has established a Long Term Investment strategy in the manner of an Endowment fund. This fund consists of investments in Money Markets, Equities and Fixed Income products.Designated Contributions to this fund for 2017 totaled $11,347.00. All such additions to the fund will be maintained in perpetuity such that the Contributions to this fund will never be spent. When the fund's total assets reach $500,000, the dividends and interest earned from these investments will be used to fund classroom grants.”

Raw XML Appendix232 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Oregon Schools foundation awards Classroom Grants each year that provide opportunities for students and teachers to learn in new environments and develop creative teaching methods in the Oregon City School District.During the past year, grants totaling $7,958.40 contributed to the benefit of both elementary and secondary school students by funding program ideas such as providing high-tech cameras for engineering applications, providing whiteboard desks for training in mathematics, and by making web-based design materials available for internet applications.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Art in elementary programs serve to makeup for the loss of state funding in areas such as music, art, library support and athletics. Funds made available for classes at all of the Oregon School district's elementary levels have been utlilized to establish after-school clubs in these highly valued areas.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2The Loads of fun program is an outreach program that provides funds each year that make available reading readiness resource kits along with support for incoming kindergarten students and their families in the Oregon Schools district. This program includes in-home reading readiness activities that prepare all kindergarten students in the summer months before their kindergarten classes begin.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Oregon Schools Foundation receives designated contributions each year that enable it to fund special projects in the Oregon City School system in the areas of Academics, Art and Athletics. During the past year these resources were used to fund improvements to the School system's academic and athletic facilities.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Capital Gain Distributions earned on Endowment Fund Investments and included on Form 990-EZ, Part I-Line 5a totaled $6,588.19 for 2017.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Other Income Explanation
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Oregon City Schools | Donee's Address: 5721 Seaman Rd Oregon OH 43616 | Cash Amount Given: $9793
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Restricted Payouts $65414
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Academics, Arts, Athletics $28073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Endowment Investment Fees $2476
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Gifts & Awards $2024
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Supplies $516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Charges $299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Licenses & Permits $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Workers Compensation $39
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Endowments - Beginning $204455 Endowments - Ending $252814
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Oregon Schools Foundation has established a Long Term Investment strategy in the manner of an Endowment fund. This fund consists of investments in Money Markets, Equities and Fixed Income products.Designated Contributions to this fund for 2017 totaled $11,347.00. All such additions to the fund will be maintained in perpetuity such that the Contributions to this fund will never be spent. When the fund's total assets reach $500,000, the dividends and interest earned from these investments will be used to fund classroom grants.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Endowment Fund Investments, Part II, Line 24
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENT SHIMMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oregon Schools Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0341691643
ReturnHeader/Filer/USAddress/AddressLine1Txt05721 Seaman Rd
ReturnHeader/Filer/USAddress/CityNm0Oregon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043616
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061798479
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CPA Web Books LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08245 Farnsworth Rd Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waterville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043566
ReturnHeader/PreparerPersonGrp/PhoneNum04192973823
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin D Simpson CPA
ReturnHeader/ReturnTs02018-05-15T12:07:04-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$288,188
Liabilities
-
Net assets
$288,188
Revenue
$147,256
Expenses
$122,755
Net income
$24,501
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.17$0.00$9.17$4.09$2.39$1.70
2023Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$3.77$4.30$0.53
2022Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$3.50$2.02$1.49
2021Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$3.18$2.96$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$1.92$0.89$1.03
2019Detailed filing. Detailed filing data is available for this year.$4.00$4.00$1.71$0.89$0.82
2018Detailed filing. Detailed filing data is available for this year.$2.73$2.73$1.42$1.27$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.88$2.88$1.47$1.23$0.25
2016Detailed filing. Detailed filing data is available for this year.$2.35$2.35$1.20$1.06$0.14