Civic Intelligence

Jason Halvorsen Foundation Inc

EIN 47-1987056 • 501(c)3 • Ione, OR

Profile

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

64686 Halvorsen LaneIone, OR 97843

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

2.3%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

2.9%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$125,659

Up $2,835 (+2.3%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$125,659

Up $2,835 (+2.3%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin81st percentile

Revenue

Up

$9,528

Up $272 (+2.9%) from 2023

Expenses

Down

$6,693

Down $2,614 (-28%) from 2023

Net Income

Up

$2,835

Up $2,886 (+5659%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$125,659
Liabilities-
Net Assets$125,659
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$9,528
Expenses$6,693
Net Income$2,835
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,659
Liabilities
-
Net assets
$125,659
Revenue
$9,528
Expenses
$6,693
Net income
$2,835
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$24,856
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.-$4,000
Compensation and Service Providers
Top Officer Pay81st 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
2025-10-30
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.1

“Filing Fees $132”

Raw XML Appendix157 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/PhoneNum05414227107
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ione
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/ContributionsGiftsGrantsEtcAmt03934
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt015328
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt02835
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02561
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0122824
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossReceiptsAmt024856
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0122824
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0122824
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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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/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0132
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/ProgramServiceExpensesAmt04000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt018155
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06693
IRS990EZ/TotalProgramServiceExpensesAmt04000
IRS990EZ/TotalRevenueAmt09528
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016861
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05593
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02494
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08108
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05593
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08108
IRS990ScheduleA/InvestmentIncomeCYPct00.32470
IRS990ScheduleA/InvestmentIncomePYPct00.17990
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.67530
IRS990ScheduleA/PublicSupportPY509Pct00.65920
IRS990ScheduleA/PublicSupportTotal509Amt016861
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02019
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt024969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Filing Fees $132
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Frank Halvorsen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
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
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461618388
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097801
ReturnHeader/PreparerPersonGrp/PhoneNum05412763521
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christopher J Cockburn
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-30T08:00:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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