Civic Intelligence

Oregon Pediatric Society

990 • Fiscal year 2016 • EIN 93-0672605

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

9155 SW Barnes RdPortland, OR 97225

(503) 334-1591

Siviq Scores

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

Liabilities / Assets

61st percentile

0.10x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.08x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

87th percentile

35%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$11,250

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

94th percentile

88%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-15%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$458,064

Up $215,053 (+88%) from 2015

Net Assets

Up

$412,350

Up $200,019 (+94%) from 2015

Liabilities

Up

$45,714

Up $15,034 (+49%) from 2015

Revenue

Down

$564,533

Down $100,076 (-15%) from 2015

Expenses

Down

$364,514

Down $244,488 (-40%) from 2015

Net Income

Up

$200,019

Up $144,412 (+260%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $264,036Liabilities 2011: $30,038Net Assets 2011: $233,9982011Assets 2012: $210,137Liabilities 2012: $59,123Net Assets 2012: $151,0142012Assets 2013: $113,752Liabilities 2013: $25,577Net Assets 2013: $88,1752013Assets 2014: $179,256Liabilities 2014: $22,532Net Assets 2014: $156,7242014Assets 2015: $243,011Liabilities 2015: $30,680Net Assets 2015: $212,3312015Assets 2016: $458,064Liabilities 2016: $45,714Net Assets 2016: $412,3502016Assets 2017: $541,712Liabilities 2017: $14,540Net Assets 2017: $527,1722017Assets 2018: $611,440Liabilities 2018: $26,599Net Assets 2018: $584,8412018Assets 2019: $686,936Liabilities 2019: $30,554Net Assets 2019: $656,3822019Assets 2020: $801,894Liabilities 2020: $91,206Net Assets 2020: $710,6882020Assets 2021: $934,158Liabilities 2021: $37,525Net Assets 2021: $896,6332021Assets 2022: $765,339Liabilities 2022: $82,610Net Assets 2022: $682,7292022Assets 2023: $861,472Liabilities 2023: $140,556Net Assets 2023: $720,9162023Assets 2024: $733,633Liabilities 2024: $42,970Net Assets 2024: $690,6632024

Highlighted filing

2016

Assets$458,064
Liabilities$45,714
Net Assets$412,350

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $448,980Expenses 2011: $320,567Net Income 2011: $128,4132011Revenue 2012: $452,488Expenses 2012: $535,472Net Income 2012: -$82,9842012Expenses 2013: $477,1332013Revenue 2014: $570,425Expenses 2014: $501,876Net Income 2014: $68,5492014Revenue 2015: $664,609Expenses 2015: $609,002Net Income 2015: $55,6072015Revenue 2016: $564,533Expenses 2016: $364,514Net Income 2016: $200,0192016Revenue 2017: $552,529Expenses 2017: $473,410Net Income 2017: $79,1192017Revenue 2018: $558,553Expenses 2018: $500,884Net Income 2018: $57,6692018Revenue 2019: $553,377Expenses 2019: $481,836Net Income 2019: $71,5412019Revenue 2020: $487,072Expenses 2020: $432,766Net Income 2020: $54,3062020Revenue 2021: $762,347Expenses 2021: $576,402Net Income 2021: $185,9452021Revenue 2022: $541,576Expenses 2022: $755,480Net Income 2022: -$213,9042022Revenue 2023: $644,389Expenses 2023: $606,202Net Income 2023: $38,1872023Revenue 2024: $436,432Expenses 2024: $466,685Net Income 2024: -$30,2532024

Highlighted filing

2016

Revenue$564,533
Expenses$364,514
Net Income$200,019
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$564,533
Mission and Program Overview

Mission

OPS is a statewide professional organization dedicated to promoting the optimal health and development of children and youth in partnership with families and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$141,229$314,640▲ $173,411
Accounts Receivable$46,955$128,505▲ $81,550
Pledges and Grants Receivable$50,369$12,672▼ $37,697
Land, Buildings, and Equipment, Net$2,345$1,229▼ $1,116
Prepaid Expenses and Deferred Charges$2,113$1,018▼ $1,095
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$243,011$458,064▲ $215,053
Other Assets Total-$0-
Liabilities
Deferred Revenue$22,729$35,703▲ $12,974
Other Liabilities$3,648$5,667▲ $2,019
Accounts Payable and Accrued Expenses$4,303$4,344▲ $41
Total Liabilities$30,680$45,714▲ $15,034
Net Assets / Fund Balance
Temporarily Rstr Net Assets$246,472$424,680▲ $178,208
Unrestricted Net Assets$-34,141$-12,330▲ $21,811
Total Net Assets Fund Balance$212,331$412,350▲ $200,019
Total Liabilities and Net Assets / Fund Balance$243,011$458,064▲ $215,053

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,229$4,352$5,581
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julie ScholzExecutive DirectorFT$11,250$11,250
Kenneth CarlsonPast President-$2,900$2,900

Board Members and Trustees

NameTitle
Greg BlaschkePresident
Dana NasonVice President
Alexandra CornellDirector
Art JaffeDirector
Ben HoffmanDirector
Carla McKelveyDirector
Crystal MilazzoDirector
Dena RossDirector
Elisabeth GuentherDirector
Howard CohenDirector
John PeoplesDirector
Kristen CrowleyDirector
Marv HarrisonDirector
Sandra RoodDirector
Barry NewmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$551,769
Program Service Revenue
$11,513
Investment Income
$169
Other Revenue
$1,082
All Other Contributions
$516,066
Change in Net Assets
$200,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$201,831
Other Expenses$162,683
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$76,776$41,026-$117,802
Fees for Services Other$70,637$25,732-$96,369
Current Officers, Directors, Trustees, and Key Employees$36,654$19,586-$56,240
Payroll Taxes$10,414$5,522-$15,936
Travel$7,926$4,028-$11,954
Other Employee Benefits$9,981$1,872-$11,853
All Other Expenses$4,385$2,252-$6,637
Occupancy$3,506$1,782-$5,288
Other Expenses$3,391$1,032-$4,423
Office Expenses$1,949$2,029-$3,978
Insurance$2,561$1,301-$3,862
Depreciation Depletion$740$376-$1,116
Total Functional Expenses$249,889$114,625$0$364,514
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued vacation$5,667
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The Organization has self-selecting members.

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Members may elect one board member at large at the annual meeting of members. The remainder of the governing body is elected by the Board.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Amendments to the by laws are subject to approval of the members at the annual meeting.

Form 990, Part VI, Line 11B: Form 990 Review Process

The 990 is reviewed and approved by the Executive and Finance Committees and then presented to the full Board.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each board member is required to sign a conflict of interest policy annually.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Executive Director salary is based on salary data provided by the American Academy of Pediatrics and is approved by the Board.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, policies and financial information are available upon request.

Filing and Contact Details

Filer

Filer Name
Oregon Pediatric Society
EIN
93-0672605
Phone
5033341591
Address
9155 SW Barnes Rd, Portland, OR 97225

Signing Officer

Name
Julie Scholz
Title
Executive Director
Signed
2017-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Nason
Formed
1976
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
16
Employees
7

Preparer

Firm
Richard Winkel CPA INC
Address
PO Box 91637, Portland, OR 97291
Preparer
Richard Winkel
Phone
5033326750
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IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Dir.
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IRS990/Form990TFiledInd0false
IRS990/FormationYr01976
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IRS990/FSAuditedInd0false
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IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0564533
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01301
IRS990/InsuranceGrp/ProgramServicesAmt02561
IRS990/InsuranceGrp/TotalAmt03862
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0169
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0169
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
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IRS990/LegalDomicileStateCd0OR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt035703
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OPS is a statewide professional organization dedicated to promoting the optimal health and development of children and youth in partnership with families and communities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0212331
IRS990/NetAssetsOrFundBalancesEOYAmt0412350
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01782
IRS990/OccupancyGrp/ProgramServicesAmt03506
IRS990/OccupancyGrp/TotalAmt05288
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02029
IRS990/OfficeExpensesGrp/ProgramServicesAmt01949
IRS990/OfficeExpensesGrp/TotalAmt03978
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01872
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09981
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011853
IRS990/OtherExpensesGrp/Desc0Meetings expense
IRS990/OtherExpensesGrp/Desc1Dues and memberships
IRS990/OtherExpensesGrp/Desc2Licenses and fees
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04487
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11994
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21606
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31032
IRS990/OtherExpensesGrp/ProgramServicesAmt013883
IRS990/OtherExpensesGrp/ProgramServicesAmt13925
IRS990/OtherExpensesGrp/ProgramServicesAmt23161
IRS990/OtherExpensesGrp/ProgramServicesAmt33391
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IRS990/OtherExpensesGrp/TotalAmt15919
IRS990/OtherExpensesGrp/TotalAmt24767
IRS990/OtherExpensesGrp/TotalAmt34423
IRS990/OtherLiabilitiesGrp/BOYAmt03648
IRS990/OtherLiabilitiesGrp/EOYAmt05667
IRS990/OtherRevenueMiscGrp/Desc0Misc income
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IRS990/OtherRevenueTotalAmt01082
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041026
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt076776
IRS990/OtherSalariesAndWagesGrp/TotalAmt0117802
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05522
IRS990/PayrollTaxesGrp/ProgramServicesAmt010414
IRS990/PayrollTaxesGrp/TotalAmt015936
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050369
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt012672
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02113
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01018
IRS990/PrincipalOfficerNm0Dana Nason
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Program services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011513
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011513
IRS990/ProgSrvcAccomActy2Grp/Desc0As the state chapter of the American Academy of Pediatrics, OPS coordinates with members opportunities to engage in children's health programs, research, networking, and advocacy on a national and state level. OPS serves as a fiscal agent for chapter member small grants.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt076175
IRS990/ProgSrvcAccomActy3Grp/Desc0OPS developed and offered monthly in-person CME presentations, an all-day educational conference, and quality improvement MOC projects and cohorts for medical providers.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt016341
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0661550
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0145
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0298619
IRS990/PYOtherRevenueAmt0600
IRS990/PYProgramServiceRevenueAmt02314
IRS990/PYRevenuesLessExpensesAmt055607
IRS990/PYSalariesCompEmpBnftPaidAmt0310383
IRS990/PYTotalExpensesAmt0609002
IRS990/PYTotalRevenueAmt0664609
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0200019
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt04050
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt05550
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt04200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt01095
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt015395
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0551769
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0661550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0567114
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0409349

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.34$0.43$6.91$4.36$4.67$0.30
2023Detailed filing. Detailed filing data is available for this year.$8.61$1.41$7.21$6.44$6.06$0.38
2022Detailed filing. Detailed filing data is available for this year.$7.65$0.83$6.83$5.42$7.55$2.14
2021Detailed filing. Detailed filing data is available for this year.$9.34$0.38$8.97$7.62$5.76$1.86
2020Detailed filing. Detailed filing data is available for this year.$8.02$0.91$7.11$4.87$4.33$0.54
2019Detailed filing. Detailed filing data is available for this year.$6.87$0.31$6.56$5.53$4.82$0.72
2018Detailed filing. Detailed filing data is available for this year.$6.11$0.27$5.85$5.59$5.01$0.58
2017Detailed filing. Detailed filing data is available for this year.$5.42$0.15$5.27$5.53$4.73$0.79
2016Detailed filing. Detailed filing data is available for this year.$4.58$0.46$4.12$5.65$3.65$2.00
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.31$2.12$6.65$6.09$0.56
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.23$1.57$5.70$5.02$0.69
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.26$0.88$4.77
2012Summary only. Only limited summary data is available for this year.$2.10$0.59$1.51$4.52$5.35$0.83
2011Summary only. Only limited summary data is available for this year.$2.64$0.30$2.34$4.49$3.21$1.28