Civic Intelligence

Oregon Legacy Scholarship Foundation

EIN 86-1971704 • 501(c)3 • Portland, OR

Profile

Provide scholarships and education assistance

4136 NW Thunder Crest RdPortland, OR 97229

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

29th percentile

-12%

Higher net margin than 29% 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

47th percentile

-4.0%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

15th percentile

-58%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$298,611

Down $12,373 (-4.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$298,611

Down $12,373 (-4.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$102,356

Down $144,185 (-58%) from 2023

Expenses

Up

$114,729

Up $36,028 (+46%) from 2023

Net Income

Down

-$12,373

Down $180,213 (-107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$400K$300K$200K$100K$0Assets 2021: $75,704Liabilities 2021: $0Net Assets 2021: $75,7042021Assets 2022: $143,144Liabilities 2022: $0Net Assets 2022: $143,1442022Assets 2023: $310,984Liabilities 2023: $0Net Assets 2023: $310,9842023Assets 2024: $298,611Net Assets 2024: $298,6112024

Highlighted filing

2024

Assets$298,611
Liabilities-
Net Assets$298,611
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2021: $113,751Expenses 2021: $38,047Net Income 2021: $75,7042021Revenue 2022: $118,295Expenses 2022: $50,855Net Income 2022: $67,4402022Revenue 2023: $246,541Expenses 2023: $78,701Net Income 2023: $167,8402023Revenue 2024: $102,356Expenses 2024: $114,729Net Income 2024: -$12,3732024

Highlighted filing

2024

Revenue$102,356
Expenses$114,729
Net Income-$12,373
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$298,611
Liabilities
-
Net assets
$298,611
Revenue
$102,356
Expenses
$114,729
Net income
-$12,373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$2.99$1.02$1.15$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$2.47$0.79$1.68
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$1.18$0.51$0.67
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$1.14$0.38$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 1, 2025
Return Version
2024v5.0
Gross Receipts
$102,356
Mission and Program Overview

Mission

Provide scholarships and education assistance

Program Services

DescriptionGrantsExpenses
SOLICITING AND RAISING SCHOLARSHIP FUNDS AND PROVIDING OVERSIGHT AND ACCOUNTING FOR THE DISTRIBUTION OF THOSE SCHOLARSHIPS FOR CONTESTANTS WHO COMPETE IN THE MISS OREGON AND MISS OREGON OUTSTANDING TEEN SCHOLARSHIP PAGEANTS.$114,458$114,458
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANA DECARLIPresidentPT$0--
KIMBERLY TAKLASecretary-$0--
KERRI BURKEBoard Member-$0--
NANCY HASKINSBoard Member-$0--
TAMARA WISSBAUMBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Oregon Legacy Scholarship
EIN
86-1971704
Phone
5038909135
Address
4136 NW THUNDER CREST RD, PORTLAND, OR 97229

Signing Officer

Name
Kimberly Takla
Title
Secretary
Phone
5038909135
Signed
2025-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Isler Group LLC
Address
626 S 7TH ST, KLAMATH FALLS, OR 97601-6224
Preparer
Amy J Chipman CPA
Phone
5418822575
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 73,291 cash contribution: 11,000 cash contribution: 8,800 cash contribution: 6,800 cash contribution: 8,217 cash contribution: 6,350”

Form 990-ez, Part I, Line 16

“Expenses office 50 bank fees 40 or ct-12 fee 181 total 271”

Form 990-ez, Part III, Line 28

“Soliciting and raising scholarship funds and providing oversight and accounting for the distribution of those scholarships for contestants who compete in the miss oregon and miss oregon outstanding teen scholarship pageants.”

Raw XML Appendix134 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/AddressChangeInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum05038909135
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04136 NW THUNDER CREST RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097229
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0310984
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0298611
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0102356
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-12373
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0310984
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0298611
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0114458
IRS990EZ/GrossReceiptsAmt0102356
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0310984
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0298611
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0310984
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0298611
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JANA DECARLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIMBERLY TAKLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERRI BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY HASKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TAMARA WISSBAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0271
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS AND EDUCATION ASSISTANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOLICITING AND RAISING SCHOLARSHIP FUNDS AND PROVIDING OVERSIGHT AND ACCOUNTING FOR THE DISTRIBUTION OF THOSE SCHOLARSHIPS FOR CONTESTANTS WHO COMPETE IN THE MISS OREGON AND MISS OREGON OUTSTANDING TEEN SCHOLARSHIP PAGEANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0114458
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0114458
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0114729
IRS990EZ/TotalProgramServiceExpensesAmt0114458
IRS990EZ/TotalRevenueAmt0102356
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0102356
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0144253
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0118295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0113751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0478655
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0478655
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0102356
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0144253
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0118295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0113751
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0478655
IRS990ScheduleA/TotalSupportAmt0478655
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 73,291 CASH CONTRIBUTION: 11,000 CASH CONTRIBUTION: 8,800 CASH CONTRIBUTION: 6,800 CASH CONTRIBUTION: 8,217 CASH CONTRIBUTION: 6,350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 50 BANK FEES 40 OR CT-12 FEE 181 TOTAL 271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SOLICITING AND RAISING SCHOLARSHIP FUNDS AND PROVIDING OVERSIGHT AND ACCOUNTING FOR THE DISTRIBUTION OF THOSE SCHOLARSHIPS FOR CONTESTANTS WHO COMPETE IN THE MISS OREGON AND MISS OREGON OUTSTANDING TEEN SCHOLARSHIP PAGEANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY TAKLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05038909135
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON LEGACY SCHOLARSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0861971704
ReturnHeader/Filer/PhoneNum05038909135
ReturnHeader/Filer/USAddress/AddressLine1Txt04136 NW THUNDER CREST RD
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097229
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204686385
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISLER GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0626 S 7TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KLAMATH FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0976016224
ReturnHeader/PreparerPersonGrp/PhoneNum05418822575
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY J CHIPMAN CPA
ReturnHeader/ReturnTs02025-10-07T18:00:53-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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