Civic Intelligence

Caldera Family Organization

EIN 92-3650578 • 501(c)3 • Bend, OR

Profile

Will Enhance and support the educational experience at Caldera High School and Improve the environment at Caldera High School through volunteer and financial support.

60925 SE 15th StreetBend, OR 97702

calderafamily.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

54th percentile

3.9%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$21,969

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$21,969

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

$9,332

No earlier filing loaded for comparison.

Expenses

$8,964

No earlier filing loaded for comparison.

Net Income

$368

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2025: $21,969Net Assets 2025: $21,9692025

Highlighted filing

2025

Assets$21,969
Liabilities-
Net Assets$21,969
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0Revenue 2025: $9,332Expenses 2025: $8,964Net Income 2025: $3682025

Highlighted filing

2025

Revenue$9,332
Expenses$8,964
Net Income$368
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,969
Liabilities
-
Net assets
$21,969
Revenue
$9,332
Expenses
$8,964
Net income
$368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.0$22.0$9.33$8.96$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$67,324
Mission and Program Overview

Mission

Will Enhance and support the educational experience at Caldera High School and Improve the environment at Caldera High School through volunteer and financial support.

Program Services

DescriptionGrantsExpenses
Enhancing and improving Caldera High School$3,500$63,824
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy FarrellPresidentPT$0--
Ann BourdagesVice PresidentPT$0--
Adrina PlancoSecretaryPT$0--
Heather HowardTreasurerPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$50,290$50,290$7,181$43,109
Total Events$50,290$50,290$57,992$-7,702
Filing and Contact Details

Filer

Filer Name
Caldera Family Organization
EIN
92-3650578
Phone
5033555000
Address
60925 SE 15th Street, Bend, OR 97702

Signing Officer

Name
Tracy Farrell
Title
President
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Central Oregon Business Services Inc
Address
141839 Elk Haven Way, Crescent Lake, OR 97733
Preparer
Diane M Cina
Phone
5413174938
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2012”

Other Expenses.1012

“Insurance $206”

Other Expenses.1

“Merchant Fees $852”

Other Expenses.2

“Supplies $687”

Other Expenses.3

“Education $619”

Other Expenses.4

“Professional Fees $550”

Other Expenses.5

“Software $438”

Other Expenses.6

“Dues & Licensing $100”

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/PhoneNum05035506687
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt061241 Splendor Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bend
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097702
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021601
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021969
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt017034
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0368
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021601
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021969
IRS990EZ/FundraisingGrossIncomeAmt050290
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03500
IRS990EZ/GrossReceiptsAmt067324
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021601
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021969
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021601
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021969
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Tracy Farrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ann Bourdages
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Adrina Planco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Heather Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05464
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Will Enhance and support the educational experience at Caldera High School and Improve the environment at Caldera High School through volunteer and financial support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enhancing and improving Caldera High School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt063824
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt057992
IRS990EZ/SpecialEventsNetIncomeLossAmt0-7702
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08964
IRS990EZ/TotalProgramServiceExpensesAmt063824
IRS990EZ/TotalRevenueAmt09332
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0calderafamily.org
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057992
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt050811
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt050811
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt050290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt050290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050290
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-7702
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07181
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07181
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Merchant Fees $852
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies $687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Education $619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Professional Fees $550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Software $438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Dues & Licensing $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Farrell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Caldera Family Organization
ReturnHeader/Filer/BusinessNameControlTxt0CALD
ReturnHeader/Filer/EIN0923650578
ReturnHeader/Filer/PhoneNum05033555000
ReturnHeader/Filer/USAddress/AddressLine1Txt060925 SE 15th Street
ReturnHeader/Filer/USAddress/CityNm0Bend
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270039958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Central Oregon Business Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0141839 Elk Haven Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Crescent Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097733
ReturnHeader/PreparerPersonGrp/PhoneNum05413174938
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diane M Cina
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-14T15:58:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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