Civic Intelligence

On the Budget

990EZ • Fiscal year 2017 • EIN 45-3325263

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 01, 2018

Organization Profilewww.onthebudget.org
14845 SW Murray Scholls Dr Ste 110Beaverton, OR 97007

(971) 312-8109

Siviq Scores

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

Liabilities / Assets

94th percentile

0.97x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

98th percentile

2.67x

Higher debt load relative to revenue than 98% of similar nonprofits.

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

Net Margin

41st percentile

0.0%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$18,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

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

Asset Growth

42nd percentile

-1.3%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

42nd percentile

-3.6%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$291,185

Down $3,942 (-1.3%) from 2016

Net Assets

Up

$10,044

Up $35 (+0.3%) from 2016

Liabilities

Down

$281,141

Down $3,977 (-1.4%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin41st percentile

Revenue

Down

$105,357

Down $3,917 (-3.6%) from 2016

Expenses

Up

$105,322

Up $2,708 (+2.6%) from 2016

Net Income

Down

$35

Down $6,625 (-99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$400K$300K$200K$100K$0Assets 2015: $3,352Liabilities 2015: $02015Assets 2016: $295,127Liabilities 2016: $285,118Net Assets 2016: $10,0092016Assets 2017: $291,185Liabilities 2017: $281,141Net Assets 2017: $10,0442017Assets 2018: $306,771Liabilities 2018: $302,694Net Assets 2018: $4,0772018Assets 2019: $169,075Liabilities 2019: $158,491Net Assets 2019: $10,5842019

Highlighted filing

2017

Assets$291,185
Liabilities$281,141
Net Assets$10,044
Open 2017 Filing

Operations Trend

Revenue Growth42nd percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $86,845Expenses 2015: $84,451Net Income 2015: $2,3942015Revenue 2016: $109,274Expenses 2016: $102,614Net Income 2016: $6,6602016Revenue 2017: $105,357Expenses 2017: $105,322Net Income 2017: $352017Revenue 2018: $100,726Expenses 2018: $105,513Net Income 2018: -$4,7872018Revenue 2019: $85,245Expenses 2019: $78,738Net Income 2019: $6,5072019

Highlighted filing

2017

Revenue$105,357
Expenses$105,322
Net Income$35
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 1, 2018
Return Version
2016v3.0
Gross Receipts
$105,357
Mission and Program Overview

Mission

Representative payee and trustee service

Provide financial services for people who are unable to handle their affairs.

Program Services

DescriptionGrantsExpenses
Representative payee and trustee services for over 200 social security administration claimants who are determined by SSA to be unable to handle their own financial benefits from SSA.$105,321-
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NADIA FUDIMPresidentFT$18,000-$18,000
KELLY KOOPMANDirector-$0--
ILYA FUDIMSecretary-$0--
Filing and Contact Details

Filer

Filer Name
On the Budget
EIN
45-3325263
Phone
9713128109
Address
14845 SW MURRAY SCHOLLS DR STE 110, BEAVERTON, OR 97007

Signing Officer

Name
Nadia Fudim
Title
Executive Director
Signed
2018-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Clackamas Income Tax & Accounting Inc
Address
45 SE 82ND DRIVE Suite 55, GLADSTONE, OR 97027
Preparer
Susan L High EA LTC
Phone
5036553737
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $520”

Other Expenses.1002

“Office Expenses $2723”

Other Expenses.1005

“Travel $3299”

Other Expenses.1009

“Depreciation $2639”

Other Expenses.1012

“Insurance $2797”

Other Expenses.1

“RETURNS $8883”

Other Expenses.2

“INTERNET $3360”

Other Expenses.3

“TELEPHONE $2969”

Other Expenses.4

“SUPPLIES $1614”

Other Expenses.6

“SECURITY $600”

Other Expenses.7

“REPAIRS & MAINT $466”

Other Expenses.8

“CLIENT EXPENSES $314”

Other Expenses.9

“BANK FEES $306”

Other Expenses.10

“GIFTS $100”

Other Expenses.11

“MEALS $71”

Other Expenses.12

“LICENSES $70”

Other Assets.1002

“Furniture and Fixtures - Beginning $3245 Furniture and Fixtures - Ending $2318”

Other Assets.1003

“Machinery and Equipment - Beginning $4281 Machinery and Equipment - Ending $2569”

Other Assets.1005

“Accounts Receivable - Beginning $500 Accounts Receivable - Ending $500”

Other Assets.1007

“Receivables-Officers, Directors, Etc. - Beginning $0 Receivables-Officers, Directors, Etc. - Ending $85”

Other Assets.1

“CLIENT TRUST ACCOUNTS - Beginning $285118 CLIENT TRUST ACCOUNTS - Ending $281141”

Total Liabilities.1

“CLIENT TRUST ACCOUNTS - Beginning $285118 CLIENT TRUST ACCOUNTS - Ending $281141”

Raw XML Appendix181 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0NADIA FUDIM
IRS990EZ/BooksInCareOfDetail/PhoneNum09712276294
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014845 SW MURRAY SCHOLLS DR STE 110P
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAVERTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01983
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04572
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt035
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01941
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0295127
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0291185
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0105357
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LoansToFromOfficersAmt085
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010009
IRS990EZ/NetAssetsOrFundBalancesEOYAmt010044
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010009
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt010044
IRS990EZ/OccupancyRentUtltsAndMaintAmt013062
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt018000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NADIA FUDIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY KOOPMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ILYA FUDIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0293144
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0286613
IRS990EZ/OtherExpensesTotalAmt030731
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide financial services for people who are unable to handle their affairs.
IRS990EZ/PrintingPublicationsPostageAmt01565
IRS990EZ/ProgramServiceRevenueAmt0105357
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Representative payee and trustee services for over 200 social security administration claimants who are determined by SSA to be unable to handle their own financial benefits from SSA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0105321
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt058023
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0285118
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0281141
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105322
IRS990EZ/TotalProgramServiceExpensesAmt0105321
IRS990EZ/TotalRevenueAmt0105357
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.onthebudget.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt085
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0EXP FOR REIMBURSEMEN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt085
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0NADIA FUDIM
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $2723
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $3299
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Depreciation $2639
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $2797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RETURNS $8883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INTERNET $3360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE $2969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $1614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SECURITY $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10REPAIRS & MAINT $466
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CLIENT EXPENSES $314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK FEES $306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13GIFTS $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MEALS $71
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15LICENSES $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Furniture and Fixtures - Beginning $3245 Furniture and Fixtures - Ending $2318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Machinery and Equipment - Beginning $4281 Machinery and Equipment - Ending $2569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Receivable - Beginning $500 Accounts Receivable - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Receivables-Officers, Directors, Etc. - Beginning $0 Receivables-Officers, Directors, Etc. - Ending $85
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20CLIENT TRUST ACCOUNTS - Beginning $285118 CLIENT TRUST ACCOUNTS - Ending $281141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21CLIENT TRUST ACCOUNTS - Beginning $285118 CLIENT TRUST ACCOUNTS - Ending $281141
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1009
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.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NADIA FUDIM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ON THE BUDGET
ReturnHeader/Filer/BusinessNameControlTxt0ONTH
ReturnHeader/Filer/EIN0453325263
ReturnHeader/Filer/PhoneNum09713128109
ReturnHeader/Filer/USAddress/AddressLine1Txt014845 SW MURRAY SCHOLLS DR STE 110
ReturnHeader/Filer/USAddress/CityNm0BEAVERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097007
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLACKAMAS INCOME TAX & ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 SE 82ND DRIVE Suite 55
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLADSTONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097027
ReturnHeader/PreparerPersonGrp/PhoneNum05036553737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan L High EA LTC
ReturnHeader/ReturnTs02018-02-01T08:56:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

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
$291,185
Liabilities
$281,141
Net assets
$10,044
Revenue
$105,357
Expenses
$105,322
Net income
$35
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$1.69$1.58$0.11$0.85$0.79$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$3.03$0.04$1.01$1.06$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.91$2.81$0.10$1.05$1.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.95$2.85$0.10$1.09$1.03$0.07
2015Summary only. Only limited summary data is available for this year.$0.03$0.00$0.87$0.84$0.02
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits