Civic Intelligence

Ochin Practice Services

990 • Fiscal year 2014 • EIN 45-1677876

Sep 01, 2013 to Aug 31, 2014 • Filed on Jun 23, 2015

1881 SW Naito Parkway97201-5195

(503) 943-2500

Siviq Scores

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

Liabilities / Assets

69th percentile

0.32x

Higher debt load relative to assets than 69% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

63rd percentile

0.21x

Higher debt load relative to revenue than 63% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-19%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$695,392

Down $107,382 (-13%) from 2013

Net Assets

Up

$471,378

Up $289,938 (+160%) from 2013

Liabilities

Down

$224,014

Down $397,320 (-64%) from 2013

Revenue

Down

$1,060,929

Down $241,799 (-19%) from 2013

Expenses

Down

$770,991

Down $415,353 (-35%) from 2013

Net Income

Up

$289,938

Up $173,554 (+149%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $786,849Liabilities 2012: $721,793Net Assets 2012: $65,0562012Assets 2013: $802,774Liabilities 2013: $621,334Net Assets 2013: $181,4402013Assets 2014: $695,392Liabilities 2014: $224,014Net Assets 2014: $471,3782014Assets 2015: $539,895Liabilities 2015: $95,414Net Assets 2015: $444,4812015Assets 2016: $462,483Liabilities 2016: $95,414Net Assets 2016: $367,0692016Assets 2017: $403,993Liabilities 2017: $95,414Net Assets 2017: $308,5792017Assets 2018: $355,000Liabilities 2018: $95,414Net Assets 2018: $259,5862018Assets 2019: $325,000Liabilities 2019: $95,414Net Assets 2019: $229,5862019Assets 2020: $295,000Liabilities 2020: $95,414Net Assets 2020: $199,5862020Assets 2021: $275,000Liabilities 2021: $95,414Net Assets 2021: $179,5862021Assets 2022: $275,000Liabilities 2022: $95,414Net Assets 2022: $179,5862022Assets 2023: $275,000Liabilities 2023: $95,414Net Assets 2023: $179,5862023Assets 2024: $275,000Liabilities 2024: $95,414Net Assets 2024: $179,5862024

Highlighted filing

2014

Assets$695,392
Liabilities$224,014
Net Assets$471,378

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2012: $1,526,201Expenses 2012: $1,418,663Net Income 2012: $107,5382012Revenue 2013: $1,302,728Expenses 2013: $1,186,344Net Income 2013: $116,3842013Revenue 2014: $1,060,929Expenses 2014: $770,991Net Income 2014: $289,9382014Revenue 2015: $76,267Expenses 2015: $103,164Net Income 2015: -$26,8972015Revenue 2016: $0Expenses 2016: $77,412Net Income 2016: -$77,4122016Revenue 2017: $0Expenses 2017: $58,490Net Income 2017: -$58,4902017Revenue 2018: $0Expenses 2018: $48,993Net Income 2018: -$48,9932018Revenue 2019: $0Expenses 2019: $30,000Net Income 2019: -$30,0002019Revenue 2020: $0Expenses 2020: $30,000Net Income 2020: -$30,0002020Revenue 2021: $0Expenses 2021: $20,000Net Income 2021: -$20,0002021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2014

Revenue$1,060,929
Expenses$770,991
Net Income$289,938
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jun 23, 2015
Return Version
2013v4.0
Gross Receipts
$1,060,929
Mission and Program Overview

Mission

Ochin practice services operates exclusively for charitable, religious, scientific, and educational purposes as a support organization for the benefit of, to perform the functions of, and to carry out the purposes of ochin, inc., an oregon nonprofit corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$637,952$579,462▼ $58,490
Land, Buildings, and Equipment, Net$126,663$68,732▼ $57,931
Accounts Receivable$28,169$47,141▲ $18,972
Other Notes and Loans Receivable, Net$1,122$0▼ $1,122
Prepaid Expenses and Deferred Charges$2,282$57▼ $2,225
Total Assets$802,774$695,392▼ $107,382
Other Assets Total$6,586$0▼ $6,586
Liabilities
Other Liabilities$588,795$208,593▼ $380,202
Deferred Revenue$0$9,942▲ $9,942
Accounts Payable and Accrued Expenses$32,539$5,479▼ $27,060
Total Liabilities$621,334$224,014▼ $397,320
Net Assets / Fund Balance
Unrestricted Net Assets$181,440$471,378▲ $289,938
Total Net Assets Fund Balance$181,440$471,378▲ $289,938
Total Liabilities and Net Assets / Fund Balance$802,774$695,392▼ $107,382

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$68,732$137,609$206,341
Compensation and Service Providers

Board Members and Trustees

NameTitle
Abigail SearsChair
Bob MarsalliDirector
Phil LambDirector
Sean Whiteley-rossSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,895
Program Service Revenue
$1,009,034
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$289,938
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$770,991
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$278,482$2,707-$281,189
Depreciation Depletion-$116,420-$116,420
Occupancy-$74,781-$74,781
Information Technology-$24,776-$24,776
Travel$23,843--$23,843
Office Expenses$3,092--$3,092
Advertising$2,031--$2,031
Other Expenses$46,374$321-$321
Total Functional Expenses$539,713$231,278$0$770,991
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Ochin, Inc.$208,593
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The draft 990 is reviewed and approved by management. A copy of the approved form 990 is available to all board members prior to being filed.

Form 990, Part VI, Section B, Line 12C

A conflict of interest agreement is reviewed and signed by board members each year. Any related party transactions, which might be the source of a conflict of interest, are discussed in connection with the review of the monthly financials by the board.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, form 990 and financial statements are available to the public upon request.

Form 990, Part VI, Section B, Question 15A

The organization did not directly compensate any officers or key employees.

Filing and Contact Details

Filer

EIN
45-1677876
Phone
5039432500

Signing Officer

Name
Sean Whiteley-ross Sectreasurer
Title
CEO
Phone
5039432500
Signed
2015-06-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Abigail Sears
Formed
2011
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
Victoria L Bryson
Phone
5032205900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees: program service expenses 278,482. Management and general expenses 2,707. Fundraising expenses 0. Total expenses 281,189.

FORM 990, SECTION XII, LINE 2C:

The organization's financial results are included in the consolidated financial statements of ochin, inc. The ochin, inc. Audit committee assumes responsibility for the oversight of the audit. The process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

Ops has no uncertain tax positions. Ops files informational tax returns in the u.s. Federal and oregon jurisdictions. The initial tax filing for ops was for the year ended august 31, 2011. The tax years that remain open for examination by the appropriate taxing authorities for ops as of august 31, 2014, are 2010, 2011 and 2012.

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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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt015596
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt16394
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08233
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt111063
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ABIGAIL SEARS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SEAN WHITELEY-ROSS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0305774
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1231761
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DRAFT 990 IS REVIEWED AND APPROVED BY MANAGEMENT. A COPY OF THE APPROVED FORM 990 IS AVAILABLE TO ALL BOARD MEMBERS PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A CONFLICT OF INTEREST AGREEMENT IS REVIEWED AND SIGNED BY BOARD MEMBERS EACH YEAR. ANY RELATED PARTY TRANSACTIONS, WHICH MIGHT BE THE SOURCE OF A CONFLICT OF INTEREST, ARE DISCUSSED IN CONNECTION WITH THE REVIEW OF THE MONTHLY FINANCIALS BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER FEES: PROGRAM SERVICE EXPENSES 278,482. MANAGEMENT AND GENERAL EXPENSES 2,707. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 281,189.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S FINANCIAL RESULTS ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF OCHIN, INC. THE OCHIN, INC. AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DID NOT DIRECTLY COMPENSATE ANY OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, SECTION XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, QUESTION 15A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10OCHIN INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11OREGON HEALTH NETWORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0200195556
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1262808460
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORTING HEALTH AND WELFARE CLINICS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SUPPORTING HEALTH AND WELFARE CLINICS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101881 SW NAITO PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine111881 SW NAITO PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode097201
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode197201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0802774
IRS990/TotalAssetsEOYAmt0695392
IRS990/TotalAssetsGrp/BOYAmt0802774
IRS990/TotalAssetsGrp/EOYAmt0695392
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt051895
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0231278
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0539713
IRS990/TotalFunctionalExpensesGrp/TotalAmt0770991
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0621334
IRS990/TotalLiabilitiesEOYAmt0224014
IRS990/TotalLiabilitiesGrp/BOYAmt0621334
IRS990/TotalLiabilitiesGrp/EOYAmt0224014
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0181440
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0471378
IRS990/TotalOtherCompensationAmt041286
IRS990/TotalProgramServiceExpensesAmt0539713
IRS990/TotalProgramServiceRevenueAmt01009034
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01009034
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01060929
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0802774
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0695392
IRS990/TotReportableCompRltdOrgAmt0496249
IRS990/TravelGrp/ProgramServicesAmt023843
IRS990/TravelGrp/TotalAmt023843
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0181440
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0471378
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101881 SW NAITO PARKWAY
IRS990/USAddress/City0PORTLAND
IRS990/USAddress/State0OR
IRS990/USAddress/ZIPCode0972015195

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