Civic Intelligence

Jason Halverson Foundation Inc.

990EZ • Fiscal year 2018 • EIN 47-1987056

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

Organization ProfileN/A
64686 Halvorsen LaneIone, OR 97843

(541) 422-7107

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

270%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$125,816

Up $18,859 (+18%) from 2017

Net Assets

Up

$125,816

Up $18,859 (+18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

Up

$24,706

Up $18,033 (+270%) from 2017

Expenses

Down

$5,847

Down $1,473 (-20%) from 2017

Net Income

Up

$18,859

Up $19,506 (+3015%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$150K$100K$50K$0Assets 2015: $104,531Liabilities 2015: $0Net Assets 2015: $104,5312015Assets 2016: $107,604Liabilities 2016: $0Net Assets 2016: $107,6042016Assets 2017: $106,957Liabilities 2017: $0Net Assets 2017: $106,9572017Assets 2018: $125,816Liabilities 2018: $0Net Assets 2018: $125,8162018Assets 2019: $132,833Liabilities 2019: $0Net Assets 2019: $132,8332019Assets 2020: $130,446Liabilities 2020: $0Net Assets 2020: $130,4462020Assets 2021: $130,161Liabilities 2021: $0Net Assets 2021: $130,1612021Assets 2022: $122,875Liabilities 2022: $0Net Assets 2022: $122,8752022Assets 2023: $122,824Liabilities 2023: $0Net Assets 2023: $122,8242023Assets 2024: $125,659Net Assets 2024: $125,6592024

Highlighted filing

2018

Assets$125,816
Liabilities$0
Net Assets$125,816
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $108,594Expenses 2015: $4,063Net Income 2015: $104,5312015Revenue 2016: $5,703Expenses 2016: $2,630Net Income 2016: $3,0732016Revenue 2017: $6,673Expenses 2017: $7,320Net Income 2017: -$6472017Revenue 2018: $24,706Expenses 2018: $5,847Net Income 2018: $18,8592018Revenue 2019: $9,446Expenses 2019: $2,429Net Income 2019: $7,0172019Revenue 2020: $2,019Expenses 2020: $4,406Net Income 2020: -$2,3872020Revenue 2021: $2,146Expenses 2021: $2,431Net Income 2021: -$2852021Revenue 2022: $1,284Expenses 2022: $8,570Net Income 2022: -$7,2862022Revenue 2023: $9,256Expenses 2023: $9,307Net Income 2023: -$512023Revenue 2024: $9,528Expenses 2024: $6,693Net Income 2024: $2,8352024

Highlighted filing

2018

Revenue$24,706
Expenses$5,847
Net Income$18,859
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Gross Receipts
$49,113
Mission and Program Overview

Mission

Provide post-secondary scholarships to students graduating from Ione, OR Community School and from schools in Morrow County, OR.

Program Services

DescriptionGrantsExpenses
Provide post-secondary scholarships to students graduating from Ione, OR Community School and from schools in Morrow County, OR.$2,698-
Donations to Ione, Oregon area educational and recreational institutions.$1,000-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank HalvorsenPresident-$0--
Cathy HalvorsenSecretary-$0--
Ryan HalvorsenDirector-$0--
Allison TetrickDirector-$0--
Filing and Contact Details

Filer

Filer Name
Jason Halvorsen Foundation Inc
EIN
47-1987056
Phone
5414227107
Address
64686 Halvorsen Lane, Ione, OR 97843

Signing Officer

Name
Frank Halvorsen
Title
President
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Cockburn & McClintock LLC
Address
116 SE 2nd Street, Pendleton, OR 97801
Preparer
Christopher J Cockburn
Phone
5412763521
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $198”

Other Expenses.1

“Filing Fees $50”

Other Expenses.2

“Bank Charges $27”

Raw XML Appendix161 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Frank Halvorsen
IRS990EZ/BooksInCareOfDetail/PhoneNum05414227107
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt064686 Halvorsen
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ione
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097843
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0106957
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125816
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017520
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt024407
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018859
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02072
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0106957
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125816
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0971
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03500
IRS990EZ/GrossReceiptsAmt049113
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06215
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0106957
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125816
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Frank Halvorsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cathy Halvorsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ryan Halvorsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Allison Tetrick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0275
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide post-secondary scholarships to students graduating from Ione, OR Community School and from schools in Morrow County, OR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide post-secondary scholarships to students graduating from Ione, OR Community School and from schools in Morrow County, OR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Donations to Ione, Oregon area educational and recreational institutions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02698
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt025378
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05847
IRS990EZ/TotalProgramServiceExpensesAmt03698
IRS990EZ/TotalRevenueAmt024706
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt017520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0106705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0128225
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03955
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01458
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0597
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03955
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01458
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0597
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012225
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0971
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0718
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02245
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt01292
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05226
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0128225
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt017520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106705
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt024706
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05703
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0108594
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0145676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $198
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Filing Fees $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges $27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Frank Halvorsen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jason Halvorsen Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0JASO
ReturnHeader/Filer/EIN0471987056
ReturnHeader/Filer/PhoneNum05414227107
ReturnHeader/Filer/USAddress/AddressLine1Txt064686 Halvorsen Lane
ReturnHeader/Filer/USAddress/CityNm0Ione
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097843
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461618388
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cockburn & McClintock LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0116 SE 2nd Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pendleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097801
ReturnHeader/PreparerPersonGrp/PhoneNum05412763521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher J Cockburn
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-14T09:39:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,816
Liabilities
$0
Net assets
$125,816
Revenue
$24,706
Expenses
$5,847
Net income
$18,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$1.26$0.10$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.01$0.09$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.02$0.02$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.02$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.09$0.02$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.25$0.06$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.03$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.09$0.04$1.05