Civic Intelligence

Bend Metro Park and Recreation Foundation

990 • Fiscal year 2021 • EIN 93-0697553

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 31, 2021

PO Box 1212Bend, OR 97709

(541) 706-6127

Siviq Scores

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

Liabilities / Assets

57th percentile

0.05x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

74th percentile

0.21x

Higher debt load relative to revenue than 74% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

92nd percentile

64%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

77th percentile

35%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

84%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$506,122

Up $130,676 (+35%) from 2020

Net Assets

Up

$481,874

Up $130,668 (+37%) from 2020

Liabilities

Up

$24,248

Up $8 (+0.0%) from 2020

Revenue

Up

$114,042

Up $51,951 (+84%) from 2020

Expenses

Down

$41,164

Down $6,448 (-14%) from 2020

Net Income

Up

$72,878

Up $58,399 (+403%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $238,630Liabilities 2011: $58,165Net Assets 2011: $180,4652011Assets 2012: $233,591Liabilities 2012: $51,604Net Assets 2012: $181,9872012Assets 2013: $314,736Liabilities 2013: $48,479Net Assets 2013: $266,2572013Assets 2014: $387,144Liabilities 2014: $175,808Net Assets 2014: $211,3362014Assets 2015: $563,693Liabilities 2015: $289,837Net Assets 2015: $273,8562015Assets 2016: $314,284Liabilities 2016: $18,760Net Assets 2016: $295,5242016Assets 2017: $357,737Liabilities 2017: $36,439Net Assets 2017: $321,2982017Assets 2018: $252,269Liabilities 2018: $25,9002018Assets 2019: $366,163Liabilities 2019: $28,300Net Assets 2019: $337,8632019Assets 2020: $375,446Liabilities 2020: $24,240Net Assets 2020: $351,2062020Assets 2021: $506,122Liabilities 2021: $24,248Net Assets 2021: $481,8742021Assets 2022: $584,798Liabilities 2022: $27,859Net Assets 2022: $556,9392022Assets 2023: $517,916Liabilities 2023: $26,635Net Assets 2023: $491,2812023Assets 2024: $713,840Liabilities 2024: $75,716Net Assets 2024: $638,1242024Assets 2025: $1,130,977Liabilities 2025: $182,872Net Assets 2025: $948,1052025

Highlighted filing

2021

Assets$506,122
Liabilities$24,248
Net Assets$481,874

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $89,837Expenses 2011: $89,949Net Income 2011: -$1122011Revenue 2012: $75,547Expenses 2012: $70,795Net Income 2012: $4,7522012Revenue 2013: $144,810Expenses 2013: $65,891Net Income 2013: $78,9192013Revenue 2014: $130,669Expenses 2014: $194,453Net Income 2014: -$63,7842014Revenue 2015: $382,562Expenses 2015: $319,905Net Income 2015: $62,6572015Revenue 2016: $90,376Expenses 2016: $64,274Net Income 2016: $26,1022016Revenue 2017: $70,410Expenses 2017: $57,669Net Income 2017: $12,7412017Revenue 2018: $48,262Expenses 2018: $53,151Net Income 2018: -$4,8892018Revenue 2019: $53,144Expenses 2019: $51,924Net Income 2019: $1,2202019Revenue 2020: $62,091Expenses 2020: $47,612Net Income 2020: $14,4792020Revenue 2021: $114,042Expenses 2021: $41,164Net Income 2021: $72,8782021Revenue 2022: $196,762Expenses 2022: $103,310Net Income 2022: $93,4522022Revenue 2023: $45,862Expenses 2023: $126,641Net Income 2023: -$80,7792023Revenue 2024: $259,392Expenses 2024: $136,528Net Income 2024: $122,8642024Revenue 2025: $527,187Expenses 2025: $245,339Net Income 2025: $281,8482025

Highlighted filing

2021

Revenue$114,042
Expenses$41,164
Net Income$72,878
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 31, 2021
Return Version
2020v4.0
Gross Receipts
$114,042
Mission and Program Overview

Mission

To solicit receive administer and disburse gifts legacies devises and conveyances of real and personal property for the bend metro park and recreation district in providing park and recreation opportunities to residents and guests of the district.

To solicit, receive, administer and disburse gifts, legacies, devises and conveyances of real and personal property for the bend metro park and recreation district in providing park and recreation opportunities to residents and guests of the district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$181,787$253,186▲ $71,399
Savings and Temporary Cash Investments$192,055$251,085▲ $59,030
Cash and Non-Interest-Bearing Accounts$1,604$1,851▲ $247
Total Assets$375,446$506,122▲ $130,676
Liabilities
Accounts Payable and Accrued Expenses$24,240$24,248▲ $8
Total Liabilities$24,240$24,248▲ $8
Net Assets / Fund Balance
Net Assets With Donor Restrictions$224,366$289,705▲ $65,339
Net Assets Without Donor Restrictions$126,840$192,169▲ $65,329
Total Net Assets Fund Balance$351,206$481,874▲ $130,668
Total Liabilities and Net Assets / Fund Balance$375,446$506,122▲ $130,676
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul TaylorBoard Chair
Jane DunhamVice Chair/s
Dr Keith KruegerMember
Heather SimmonsMember
Nancy DevineMember
Revenue and Support

Revenue Composition

Contributions and Grants
$97,952
Program Service Revenue
$0
Investment Income
$16,090
Other Revenue
$0
All Other Contributions
$97,952
Change in Net Assets
$72,878

Audited Revenue Reconciliation

Revenue per Audited Statements
$114,042
Total Revenue per Audited Statements
$114,042
Total Revenue per Form 990
$114,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,940
Other Expenses$14,224
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,940--$26,940
Other Expenses$12,547--$12,547
Fees for Services Accounting-$1,160-$1,160
Office Expenses-$517-$517
Total Functional Expenses$39,487$1,677$0$41,164

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$41,164
Total Expenses per Audited Statements$41,164
Total Expenses per Form 990$41,164
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bend Metro Park & RecreationBend, ORGovScholarships$26,940
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Board reviews and authorizes by signing the form.

Form 990, Page 6, Part VI, Line 12C

Board level discussion and decision about assignments and projects.

Form 990, Page 6, Part VI, Line 15B

Board members volunteer their time.

Form 990, Page 6, Part VI, Line 19

AVAILABLE ON REQUEST.

Filing and Contact Details

Filer

Filer Name
Bend Park and Recreation Foundation
EIN
93-0697553
Address
PO BOX 1212, BEND, OR 97709

Signing Officer

Name
Nancy Devine
Title
Member
Signed
2021-12-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Devine
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Sga Cpas & Consultants Llp
Address
499 SW UPPER TERRACE DR, BEND, OR 97702
Preparer
Brenda M Bartlett
Phone
5413887888
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To solicit, receive, administer and disburse gifts, legacies, devises and conveyances of real and personal property for the bend metro park and recreation district in providing park and recreation opportunities to residents and guests of the district.

Form 990, Part XI, Line 9

Net unrealized gains on investments 57,790 net unrealized gains on investments 0 total 57,790

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SOLICIT, RECEIVE, ADMINISTER AND DISBURSE GIFTS, LEGACIES, DEVISES AND CONVEYANCES OF REAL AND PERSONAL PROPERTY FOR THE BEND METRO PARK AND RECREATION DISTRICT IN PROVIDING PARK AND RECREATION OPPORTUNITIES TO RESIDENTS AND GUESTS OF THE DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS AND AUTHORIZES BY SIGNING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD LEVEL DISCUSSION AND DECISION ABOUT ASSIGNMENTS AND PROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS VOLUNTEER THEIR TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NET UNREALIZED GAINS ON INVESTMENTS 57,790 NET UNREALIZED GAINS ON INVESTMENTS 0 TOTAL 57,790
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0375446
IRS990/TotalAssetsEOYAmt0506122
IRS990/TotalAssetsGrp/BOYAmt0375446
IRS990/TotalAssetsGrp/EOYAmt0506122
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt097952
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01677
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039487
IRS990/TotalFunctionalExpensesGrp/TotalAmt041164
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt024240
IRS990/TotalLiabilitiesEOYAmt024248
IRS990/TotalLiabilitiesGrp/BOYAmt024240
IRS990/TotalLiabilitiesGrp/EOYAmt024248
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0351206
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0481874
IRS990/TotalProgramServiceExpensesAmt039487
IRS990/TotalRevenueGrp/ExclusionAmt016090
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114042
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0375446
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0506122
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0BEND
IRS990/USAddress/StateAbbreviationCd0OR
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTPS://WWW.BENDPARKSANDREC.ORG/ABOUT/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-03-31 18:45:55Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY DEVINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEND PARK AND RECREATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEND
ReturnHeader/Filer/EIN0930697553
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1212
ReturnHeader/Filer/USAddress/CityNm0BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201592634
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SGA CPAS & CONSULTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0499 SW UPPER TERRACE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097702
ReturnHeader/PreparerPersonGrp/PhoneNum05413887888
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA M BARTLETT
ReturnHeader/ReturnTs02022-02-21T11:43:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEVINE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.13$0.18$0.95$0.53$0.25$0.28
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.08$0.64$0.26$0.14$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.03$0.49$0.05$0.13$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.03$0.56$0.20$0.10$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.48$0.11$0.04$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.02$0.35$0.06$0.05$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.03$0.34$0.05$0.05$0.00
2018Summary only. Only limited summary data is available for this year.$0.25$0.03$0.05$0.05$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.04$0.32$0.07$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.02$0.30$0.09$0.06$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.29$0.27$0.38$0.32$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.18$0.21$0.13$0.19$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.05$0.27$0.14$0.07$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.05$0.18$0.08$0.07$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.06$0.18$0.09$0.09$0.00