Civic Intelligence

Oregon Robotics Tournament & Outreach Program

990 • Fiscal year 2016 • EIN 46-4276182

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 15, 2017

4800 SW Griffith DriveBeaverton, OR 97005

(503) 486-7622

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

51st percentile

3.2%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

66th percentile

8.2%

Faster asset growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$369,316

Up $27,925 (+8.2%) from 2015

Net Assets

Up

$369,316

Up $27,925 (+8.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$868,831

Up $218,192 (+34%) from 2015

Expenses

Up

$840,906

Up $530,493 (+171%) from 2015

Net Income

Down

$27,925

Down $312,301 (-92%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2014: $1,165Liabilities 2014: $02014Assets 2015: $341,391Liabilities 2015: $0Net Assets 2015: $341,3912015Assets 2016: $369,316Liabilities 2016: $0Net Assets 2016: $369,3162016Assets 2017: $726,672Liabilities 2017: $26,547Net Assets 2017: $700,1252017Assets 2018: $721,475Liabilities 2018: $5,664Net Assets 2018: $715,8112018Assets 2019: $833,741Liabilities 2019: $76,346Net Assets 2019: $757,3952019Assets 2020: $1,020,537Liabilities 2020: $187,543Net Assets 2020: $832,9942020Assets 2021: $949,929Liabilities 2021: $165,788Net Assets 2021: $784,1412021Assets 2022: $907,496Liabilities 2022: $214,954Net Assets 2022: $692,5422022Assets 2023: $718,571Liabilities 2023: $129,615Net Assets 2023: $588,9562023Assets 2025: $1,028,476Liabilities 2025: $125,260Net Assets 2025: $903,2162025

Highlighted filing

2016

Assets$369,316
Liabilities$0
Net Assets$369,316

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $24,556Expenses 2014: $23,391Net Income 2014: $1,1652014Revenue 2015: $650,639Expenses 2015: $310,413Net Income 2015: $340,2262015Revenue 2016: $868,831Expenses 2016: $840,906Net Income 2016: $27,9252016Revenue 2017: $951,676Expenses 2017: $620,867Net Income 2017: $330,8092017Revenue 2018: $916,453Expenses 2018: $900,767Net Income 2018: $15,6862018Revenue 2019: $1,109,351Expenses 2019: $1,067,767Net Income 2019: $41,5842019Revenue 2020: $1,154,366Expenses 2020: $1,078,767Net Income 2020: $75,5992020Revenue 2021: $768,231Expenses 2021: $817,084Net Income 2021: -$48,8532021Revenue 2022: $593,098Expenses 2022: $684,697Net Income 2022: -$91,5992022Revenue 2023: $563,993Expenses 2023: $667,579Net Income 2023: -$103,5862023Revenue 2025: $702,931Expenses 2025: $525,736Net Income 2025: $177,1952025

Highlighted filing

2016

Revenue$868,831
Expenses$840,906
Net Income$27,925
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$868,831
Mission and Program Overview

Mission

To open doors to the worlds of science, technology, engineering and mathematics for oregon's youth by providing educational opportunities featuring robotics with special emphasis on maximizing the diversity of those participating.

To open doors to the worlds of science, technology, engineering and mathematics for Oregons youth by providing educational opportunities featuring robotics with special emphasis on maximizing the diversity of those participating.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$339,711$367,636▲ $27,925
Prepaid Expenses and Deferred Charges$1,680$1,680→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$341,391$369,316▲ $27,925
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$341,391$369,316▲ $27,925
Total Net Assets Fund Balance$341,391$369,316▲ $27,925
Total Liabilities and Net Assets / Fund Balance$341,391$369,316▲ $27,925
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$739,373
Program Service Revenue
$129,458
Investment Income
$0
Other Revenue
$0
All Other Contributions
$739,373
Change in Net Assets
$27,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$379,129
Grants and Similar Amounts Paid$315,500
Salaries, Compensation, and Employee Benefits$146,277
Total Fundraising Expense$144
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$315,500--$315,500
Other Salaries and Wages$120,005$15,097-$135,102
Occupancy$11,319$9,493-$20,812
All Other Expenses$19,795$699-$20,494
Other Expenses$17,400--$17,400
Payroll Taxes$10,260$915-$11,175
Insurance-$7,821-$7,821
Office Expenses$4,642$2,179$144$6,965
Travel$5,454$1,001-$6,455
Fees for Services Other-$219-$219
Total Functional Expenses$803,338$37,424$144$840,906
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Washington FIRST RoboticsKent, WA501(c)3See explanation in Schedule 0$315,500
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The Form 990 was reviewed by the Executive Director and Board Chair person, some members of the Board (including the Treasurer), and was provided to all Board members prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

A conflict of interest policy has been established by the Board. Each Board member is annually required to indicate compliance with the policy.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Executive Director served without financial compensation. The Board reviews and approves the job of the Executive Director. All Board members are independent.During the year described in this report Mr. Schafer served as both Board Chair and Executive Director without compensation.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

A subcommittee of the Board reviews and approves compensation and benefits policy before an offer of employment is extended to any candidate. The policy developed by the committee was approved by the Board in Executive Session. The organization provided no compensation to officers and had no key employees during this fiscal year.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Forms are available upon written request from the organization.The internet also has websites that make some forms available.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization is an Oregon Corporation and the State of Oregon has a website with instructions for obtaining information. Form 990 is available via some web sites. Additionally information can be obtained from the organization by written request, subject to approval by the Executive Director and/or Legal Council.

Filing and Contact Details

Filer

Filer Name
Oregon Robotics Tournament & Outreach
EIN
46-4276182
Address
4800 SW Griffith Drive, Beaverton, OR 97005

Signing Officer

Name
Bruce W Schafer
Title
Chairman
Signed
2017-02-15

Organization Details

Formed
2013
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
915
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt05330
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt09493
IRS990/OccupancyGrp/ProgramServicesAmt011319
IRS990/OccupancyGrp/TotalAmt020812
IRS990/OfficeExpensesGrp/FundraisingAmt0144
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02179
IRS990/OfficeExpensesGrp/ProgramServicesAmt04642
IRS990/OfficeExpensesGrp/TotalAmt06965
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Robotics Team Support-FRC
IRS990/OtherExpensesGrp/Desc1Robotics Team Support
IRS990/OtherExpensesGrp/Desc2Tournament Supplies & Expenses
IRS990/OtherExpensesGrp/Desc3Registration Expenses
IRS990/OtherExpensesGrp/ProgramServicesAmt0136000
IRS990/OtherExpensesGrp/ProgramServicesAmt186520
IRS990/OtherExpensesGrp/ProgramServicesAmt276443
IRS990/OtherExpensesGrp/ProgramServicesAmt317400
IRS990/OtherExpensesGrp/TotalAmt0136000
IRS990/OtherExpensesGrp/TotalAmt186520
IRS990/OtherExpensesGrp/TotalAmt276443
IRS990/OtherExpensesGrp/TotalAmt317400
IRS990/OtherInd0X
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015097
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0120005
IRS990/OtherSalariesAndWagesGrp/TotalAmt0135102
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0915
IRS990/PayrollTaxesGrp/ProgramServicesAmt010260
IRS990/PayrollTaxesGrp/TotalAmt011175
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01680
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01680
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711300
IRS990/ProgramServiceRevenueGrp/Desc0Tournament Fees and Other
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0129458
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0129458
IRS990/ProgSrvcAccomActy2Grp/Desc0ORTOP has entered into several agreements with a 501(c)(3) nonprofitorganization in New Hampshire called For Inspiration and Recognitionof Science and Technology (FIRST) to deploy youth robotics inOregon: FIRST LEGO League Junior, FIRST LEGO League and FIRST TechChallenge. FIRST creates annual robotic competitions in several agegroups and provides information for coaches, youth participants,volunteers, etc. to help provide local, regional, national, andinternational contests with a common set of rules. FIRST depends onaffiliate partners to run the contests in many parts of the USA. A501(c)(3) nonprofit organization in Washington, called WashingtonFIRST Robotics (WA FIRST), has entered into similar agreements withFIRST to deploy these programs in Washington. WA FIRST has enteredinto an additional agreement with FIRST that provides that WA FIRSTdeploy FIRST Robotics Competitions (FRC - a robotics competition forhigh school students) in Washington and Oregon including hostingseveral other youth robotics events in Oregon. ORTOP did not haveresponsibility for FRC in Oregon during the fiscal year described inthis return. Accordingly when ORTOP received donations, which thedonor designated be used in support of FRC FIRST RoboticsCompetitions and supporting events, the amount of these donationsdesignated for FRC were allocated to WA FIRST. The total of theseallocations was $315,000. See Schedule I for additional details.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0315500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0315500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0542157
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt048
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0183233
IRS990/PYProgramServiceRevenueAmt0108434
IRS990/PYRevenuesLessExpensesAmt0340226
IRS990/PYSalariesCompEmpBnftPaidAmt0127180
IRS990/PYTotalExpensesAmt0310413
IRS990/PYTotalRevenueAmt0650639
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt027925
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income is Part 1, Line 9 Program Service Revenue, Form 990
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Other Income Explanation
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0739373
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0542157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01283545
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt022541
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt022541
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt048
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt048
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0129458
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0108434
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0237892
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0683900
IRS990ScheduleA/SubstantialContributorsTotAmt0622186
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0739373
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0542157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt024556
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01306086
IRS990ScheduleA/TotalSupportAmt01544026
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0315500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0See explanation in Schedule 0
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Washington FIRST Robotics
IRS990ScheduleI/RecipientTable/RecipientEIN0452443839
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt021238 68th Ave South
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Kent
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098032
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Program Services provided by allocations are monitored by ORTOP management by attending events produced by grantee, interviewing volunteers and coaches that attend said events, attending meetings at grantee's offices and reviewing annual report produced by grantee.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 was reviewed by the Executive Director and Board Chair person, some members of the Board (including the Treasurer), and was provided to all Board members prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A conflict of interest policy has been established by the Board. Each Board member is annually required to indicate compliance with the policy.

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