Civic Intelligence

Dr John Lee Institute

990EZ • Fiscal year 2017 • EIN 57-1241401

Apr 01, 2016 to Mar 31, 2017 • Filed on Jan 09, 2019

Organization ProfileN/A
16255 SE 130th AveClackamas, OR 97015

(503) 656-9596

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $16,377 (-100%) from 2016

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$16,377

Up $16,317 (+27195%) from 2016

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $17,308Liabilities 2011: $02011Assets 2012: $17,158Liabilities 2012: $02012Assets 2013: $17,078Liabilities 2013: $02013Assets 2014: $16,713Liabilities 2014: $02014Assets 2015: $16,436Liabilities 2015: $02015Assets 2016: $16,377Liabilities 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2011: $0Expenses 2011: $757Net Income 2011: -$7572011Revenue 2012: $0Expenses 2012: $150Net Income 2012: -$1502012Revenue 2013: $0Expenses 2013: $80Net Income 2013: -$802013Revenue 2014: $0Expenses 2014: $501Net Income 2014: -$5012014Revenue 2015: $0Expenses 2015: $100Net Income 2015: -$1002015Revenue 2016: $0Expenses 2016: $60Net Income 2016: -$602016Expenses 2017: $16,3772017

Highlighted filing

2017

Revenue-
Expenses$16,377
Net Income-
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jan 9, 2019
Return Version
2017v2.3
Gross Receipts
$0
Mission and Program Overview

Mission

Education to healthcare and consumer community

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION'S GOAL WAS TO SUPPORT HEALTHCARE AND CONSUMER COMMUNITY. WITH THE DECISION TO DISSOLVE, THE FUNDS WERE DISTRIBUTED TO ANOTHER ORGANIZATION WHICH SUPPORTS THOSE GOALS.$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR JAY H MEADPresident-$0--
DR ERIN LOMMENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Dr John Lee Institute
EIN
57-1241401
Phone
5036569596
Address
16255 SE 130TH AVE, CLACKAMAS, OR 97015

Signing Officer

Name
Dr Jay Mead
Title
President
Phone
5036569596
Signed
2019-01-09
Discuss with paid preparer
Yes

Preparer

Firm
Talbot Korvola & Warwick Llp
Address
4800 MEADOWS RD STE 200, LAKE OSWEGO, OR 97035-4293
Preparer
Jason R Orme
Phone
5032742849
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: educational. Grantee name: national university of natural medicine. Grantee address: 49 sw porter street portland, or 97201. Grantee relationship: none. Property description: cash. Date of gift: 03/09/17. Amount given: 16,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: secretary of state filing. Amount: 100.”

Raw XML Appendix144 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0DR JAY MEAD
IRS990EZ/BooksInCareOfDetail/PhoneNum05036569596
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016255 SE 130TH AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLACKAMAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097015
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016377
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-16377
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0277
IRS990EZ/FiledScheduleAInd01
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016000
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016377
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016377
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR JAY H MEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR ERIN LOMMEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION TO HEALTHCARE AND CONSUMER COMMUNITY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S GOAL WAS TO SUPPORT HEALTHCARE AND CONSUMER COMMUNITY. WITH THE DECISION TO DISSOLVE, THE FUNDS WERE DISTRIBUTED TO ANOTHER ORGANIZATION WHICH SUPPORTS THOSE GOALS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016377
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION DISSOLVED IN 2017.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE RETURN FOR 2017 IS A SHORT YEAR RETURN. THE ORGANIZATION DISSOLVED IN MARCH 2017.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PrivateFoundation509Ind0X
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0NATIONAL UNIVERSITY OF NATURAL MEDICINE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02017-03-09
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0930461940
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt016000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0049 SW PORTER STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0PORTLAND
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0OR
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd097201
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: NATIONAL UNIVERSITY OF NATURAL MEDICINE. GRANTEE ADDRESS: 49 SW PORTER STREET PORTLAND, OR 97201. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/09/17. AMOUNT GIVEN: 16,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SECRETARY OF STATE FILING. AMOUNT: 100.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JAY MEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05036569596
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR JOHN LEE INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0DRJO
ReturnHeader/Filer/EIN0571241401
ReturnHeader/Filer/PhoneNum05036569596
ReturnHeader/Filer/USAddress/AddressLine1Txt016255 SE 130TH AVE
ReturnHeader/Filer/USAddress/CityNm0CLACKAMAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097015
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D210955DE963B25886165EDA731FBB18843E0D59
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId053B048E9450F0EC2C9B9B064F482A145A04B4C63
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.195.36.8
ReturnHeader/FilingSecurityInformation/IPDt02019-01-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:14:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930954337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TALBOT KORVOLA & WARWICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04800 MEADOWS RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970354293
ReturnHeader/PreparerPersonGrp/PhoneNum05032742849
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON R ORME
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-10T14:16:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-03-10
ReturnHeader/TaxYr02017

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
$0
Liabilities
$0
Net assets
$0
Revenue
-
Expenses
$16,377
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$16.4
2016Summary only. Only limited summary data is available for this year.$16.4$0.00$0.00$0.06$0.06
2015Summary only. Only limited summary data is available for this year.$16.4$0.00$0.00$0.10$0.10
2014Summary only. Only limited summary data is available for this year.$16.7$0.00$0.00$0.50$0.50
2013Summary only. Only limited summary data is available for this year.$17.1$0.00$0.00$0.08$0.08
2012Summary only. Only limited summary data is available for this year.$17.2$0.00$0.00$0.15$0.15
2011Summary only. Only limited summary data is available for this year.$17.3$0.00$0.00$0.76$0.76
Peer Organizations

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