Civic Intelligence

Oregon Scottish Rite Clinics

990 • Fiscal year 2015 • EIN 93-0811823

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 05, 2016

Organization ProfileWWW.PORTLANDSCOTTISHRITE.ORG/KIDTALK

View Organization Page

709 SW 15th AvenuePortland, OR 97205

(503) 226-7827

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.18x

Higher debt load relative to revenue than 60% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-156%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

9th percentile

-14%

Faster asset growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$4,666,151

Down $753,902 (-14%) from 2014

Net Assets

Down

$4,613,544

Down $707,852 (-13%) from 2014

Liabilities

Down

$52,607

Down $46,050 (-47%) from 2014

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Down

$290,162

Down $186,588 (-39%) from 2014

Expenses

Up

$743,210

Up $27,805 (+3.9%) from 2014

Net Income

Down

-$453,048

Down $214,393 (-90%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,422,581Liabilities 2011: $116,124Net Assets 2011: $5,306,4572011Assets 2012: $5,620,173Liabilities 2012: $112,253Net Assets 2012: $5,507,9202012Assets 2013: $5,729,910Liabilities 2013: $111,385Net Assets 2013: $5,618,5252013Assets 2014: $5,420,053Liabilities 2014: $98,657Net Assets 2014: $5,321,3962014Assets 2015: $4,666,151Liabilities 2015: $52,607Net Assets 2015: $4,613,5442015Assets 2016: $4,698,917Liabilities 2016: $0Net Assets 2016: $4,698,9172016Assets 2018: $4,930,161Liabilities 2018: $1,810Net Assets 2018: $4,928,3512018Assets 2019: $5,887,398Liabilities 2019: $1,216Net Assets 2019: $5,886,1822019Assets 2020: $6,557,080Liabilities 2020: $1,637Net Assets 2020: $6,555,4432020Assets 2021: $7,049,662Liabilities 2021: $6,048Net Assets 2021: $7,043,6142021Assets 2022: $5,482,692Liabilities 2022: $698Net Assets 2022: $5,481,9942022Assets 2023: $6,005,212Liabilities 2023: $1,7602023Assets 2024: $6,182,417Liabilities 2024: $3,400Net Assets 2024: $6,179,0172024

Highlighted filing

2015

Assets$4,666,151
Liabilities$52,607
Net Assets$4,613,544
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $714,5402011Expenses 2012: $720,4762012Revenue 2013: $478,271Expenses 2013: $664,629Net Income 2013: -$186,3582013Revenue 2014: $476,750Expenses 2014: $715,405Net Income 2014: -$238,6552014Revenue 2015: $290,162Expenses 2015: $743,210Net Income 2015: -$453,0482015Revenue 2016: -$4,427Expenses 2016: $107,471Net Income 2016: -$111,8982016Revenue 2018: $1,171,579Expenses 2018: $441,993Net Income 2018: $729,5862018Revenue 2019: $526,951Expenses 2019: $268,656Net Income 2019: $258,2952019Revenue 2020: $455,160Expenses 2020: $232,839Net Income 2020: $222,3212020Revenue 2021: $659,070Expenses 2021: $259,080Net Income 2021: $399,9902021Revenue 2022: $186,787Expenses 2022: $416,646Net Income 2022: -$229,8592022Revenue 2023: $377,227Expenses 2023: $213,396Net Income 2023: $163,8312023Revenue 2024: $438,384Expenses 2024: $466,700Net Income 2024: -$28,3162024

Highlighted filing

2015

Revenue$290,162
Expenses$743,210
Net Income-$453,048
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 5, 2016
Return Version
2015v2.1
Gross Receipts
$2,450,230
Mission and Program Overview

Mission

Diagnosis and treatment for children with language disorders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,669,436$3,949,953▼ $719,483
Land, Buildings, and Equipment, Net$275,977$304,753▲ $28,776
Cash and Non-Interest-Bearing Accounts$159,883$99,535▼ $60,348
Accounts Receivable$17,838$38,834▲ $20,996
Prepaid Expenses and Deferred Charges$15,073$3,248▼ $11,825
Total Assets$5,420,053$4,666,151▼ $753,902
Other Assets Total$281,846$269,828▼ $12,018
Liabilities
Other Liabilities$51,793$48,873▼ $2,920
Accounts Payable and Accrued Expenses$46,864$3,734▼ $43,130
Total Liabilities$98,657$52,607▼ $46,050
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,630,028$2,447,665▼ $182,363
Unrestricted Net Assets$2,691,368$2,165,879▼ $525,489
Total Net Assets Fund Balance$5,321,396$4,613,544▼ $707,852
Total Liabilities and Net Assets / Fund Balance$5,420,053$4,666,151▼ $753,902

Asset Categories

AssetBook ValueDepreciationBasis
Land$164,682-$164,682
Buildings$133,778$1,441$135,219
Equipment$6,293$3,345$9,638
Other Assets Org$269,828--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,399,975-▼ $32,803$140,462$2,226,710
2014$2,411,912-▲ $123,854$135,791$2,399,975
2013$2,248,733-▲ $297,141$133,962$2,411,912
2012$2,154,593-▲ $227,113$132,973$2,248,733
2011$2,306,536-▼ $16,268$135,675$2,154,593
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
William AntonPresident
Dale VanderpoolTrustee
Gary KuneyTrustee
Steve MccathernTrustee
Walt JohnsonPast Preside
Larry RobertsSecretary
Eric GazowTreasurer
Jim PrestonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$50,382
Program Service Revenue
$52,041
Investment Income
$187,739
Other Revenue
$0
All Other Contributions
$50,382
Change in Net Assets
$-453,048
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$411,362
Other Expenses$311,848
Total Fundraising Expense$39,493
Grants and Similar Amounts Paid$20,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$275,410$38,105$17,991$331,506
Occupancy$180,802$19,960$1,815$202,577
Other Employee Benefits$36,488$2,160$9,362$48,010
Payroll Taxes$24,203$1,433$6,210$31,846
Fees for Services Other-$25,953-$25,953
Fees for Services Accounting-$25,472-$25,472
Grants to Domestic Orgs$20,000--$20,000
Office Expenses$6,096$272$3,266$9,634
Travel$6,551$345-$6,896
Depreciation Depletion$5,461$647$60$6,168
Insurance$4,856$331$331$5,518
Other Expenses$2,612$7,812$16$2,612
All Other Expenses$2,296$75$125$2,496
Total Functional Expenses$580,835$122,882$39,493$743,210
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Oregon FoundationEugene, ORC3Language Program$20,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unitrust Distribution Payable$48,873
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Each year, the accounting firm, with assistance from management, prepares a draft of the form 990. Management reviews the draft, make corrections and edits which are provided to the accounting firm. The accounting firm finalizes form 990 and the final draft is reviewed by the osrc finance committee and affirmed by the board of trustees prior to submission to the irs.”

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

“Each year, all members of the board and staff of osrc are required to sign a conflict of interest statement and disclose any real or perceived conflicts of interest.”

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

“A salary survey is conducted.”

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

“A salary survey is conducted.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Oregon Scottish Rite Clinics
EIN
93-0811823
Phone
5032267827
Address
709 SW 15TH AVENUE, PORTLAND, OR 97205

Signing Officer

Name
Eric Gazow
Title
Treasurer
Phone
5032267827
Signed
2016-09-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Anton
Formed
1980
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
8

Preparer

Firm
Verity Accountancy Pc
Address
6915 SW MACADAM AVE STE 145, PORTLAND, OR 97219-2382
Preparer
Jeffrey a Hart
Phone
5032815213
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 3

“During 2015, the satellite clinics (bend, klamath falls, la grande, and baker city) ceased operations. The portland clinic's operations have been scaled down and moved to the portland valley scottish rite (related tax exempt organization.) beginning in 2016, the organization's mission will be revised to provide grant and charitable contribution support to university and clinic programs providing speech and language help to children.”

Form 990, Part XI, Line 9

“Change in value of split-interest agreement 2,920 change in value split interest 0 total 2,920”

Raw XML AppendixShowing 400 of 500 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.

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IRS990/Desc0OSRC CHANGES THE LIVES OF YOUNG CHILDREN AND THEIR FAMILIES BY HELPING YOUNG CHILDREN WITH SPEECH AND LANGUAGE DISORDERS TO BETTER COMMUNICATE. THE KIDTALK PROGRAM, WITH CLINICS LOCATED IN BAKER CITY, BEND, KLAMATH FALLS, LAGRANDE, MEDFORD, PORTLAND AND ROSEBURG, ENABLES CHILDREN TO REACH THEIR FULLEST POTENTIALS IN LIFE BY IDENTIFYING AND TREATING THEIR COMMUNICATION DISORDERS. OSRC'S VISION IS THAT ALL OF OREGON'S CHILDREN HAVE THE COMMUNICATION SKILLS NECESSARY TO SUCCEED AT HOME, IN SCHOOL, AND IN LIFE BY THE TIME THEY ENTER KINDERGARTEN. IN ADDITION TO INTENSIVE INDIVIDUALIZED THERAPY, KIDTALK PROVIDES SCREENING, EVALUATIONS, ONGOING CONSULTATIONS, AND PARENT TRAINING. SPANISH-LANGUAGE SERVICES ARE OFFERED AT THE PORTLAND CLINIC.
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IRS990/OtherLiabilitiesGrp/EOYAmt048873
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017991
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038105
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0275410
IRS990/OtherSalariesAndWagesGrp/TotalAmt0331506
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06210
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01433
IRS990/PayrollTaxesGrp/ProgramServicesAmt024203
IRS990/PayrollTaxesGrp/TotalAmt031846
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02630028
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02447665
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015073
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03248
IRS990/PrincipalOfficerNm0WILLIAM ANTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0PATIENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt052041
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt052041
IRS990/ProgSrvcAccomActy2Grp/Desc0OSRC PROVIDES A CLINIC THERAPY EXPERIENCE FOR A POST-MASTER'S CLINICAL FELLOW IN COLLABORATION WITH OREGON HEALTH & SCIENCES UNIVESRITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04500
IRS990/ProgSrvcAccomActy3Grp/Desc0OSRC PROVIDES COMMUNITY EDUCATION REGARDING CHILDHOOD COMMUNICATION DISORDERS, AND THE IMPORTANCE OF EARLY INTERVENTION. OSRC PROVIDES OUTREACH SCREENINGS FOR CHILDREN IN UNDER-SERVED COMMUNITIES AND PUBLIC SPEAKERS FOR COMMUNITY MEETINGS. OSRC PROVIDES CONTINUING EDUCATION OPPORUNITIES FOR ASHA-CERTIFIED SPEECH-LANGUAGE PATHOLOGISTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt093
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt076643
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0314072
IRS990/PYOtherExpensesAmt0213520
IRS990/PYProgramServiceRevenueAmt086035
IRS990/PYRevenuesLessExpensesAmt0-238655
IRS990/PYSalariesCompEmpBnftPaidAmt0501885
IRS990/PYTotalExpensesAmt0715405
IRS990/PYTotalRevenueAmt0476750
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-453048
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt052041
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt050382
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt076643
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0232056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0141963
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0552624
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0130524
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0190489
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0138487
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt095714
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0119360
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0674574
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0459779
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.30360
IRS990ScheduleA/PublicSupportPY170Pct00.37420
IRS990ScheduleA/PublicSupportTotal170Amt0372585
IRS990ScheduleA/SubstantialContributorsTotAmt0180039
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt050382
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt076643
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0232056
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0141963
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0552624
IRS990ScheduleA/TotalSupportAmt01227198
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0133778
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01441
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0135219
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02399975
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02226710
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-32803
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0140462
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02411912
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02399975
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0123854
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0135791
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02248733
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02411912
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0297141
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0133962
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02154593
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02248733
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0227113
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0132973
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02306536
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02154593
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-16268
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0135675
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt06293
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03345
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09638
IRS990ScheduleD/LandGrp/BookValueAmt0164682
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0164682
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0269828
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0UNITRUST RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt048873
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNITRUST DISTRIBUTION PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0304753
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0269828
IRS990ScheduleD/TotalLiabilityAmt048873
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LANGUAGE PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF OREGON FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0936015767
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01720 E 13TH AVE STE 410
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EUGENE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097403
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING 2015, THE SATELLITE CLINICS (BEND, KLAMATH FALLS, LA GRANDE, AND BAKER CITY) CEASED OPERATIONS. THE PORTLAND CLINIC'S OPERATIONS HAVE BEEN SCALED DOWN AND MOVED TO THE PORTLAND VALLEY SCOTTISH RITE (RELATED TAX EXEMPT ORGANIZATION.) BEGINNING IN 2016, THE ORGANIZATION'S MISSION WILL BE REVISED TO PROVIDE GRANT AND CHARITABLE CONTRIBUTION SUPPORT TO UNIVERSITY AND CLINIC PROGRAMS PROVIDING SPEECH AND LANGUAGE HELP TO CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH YEAR, THE ACCOUNTING FIRM, WITH ASSISTANCE FROM MANAGEMENT, PREPARES A DRAFT OF THE FORM 990. MANAGEMENT REVIEWS THE DRAFT, MAKE CORRECTIONS AND EDITS WHICH ARE PROVIDED TO THE ACCOUNTING FIRM. THE ACCOUNTING FIRM FINALIZES FORM 990 AND THE FINAL DRAFT IS REVIEWED BY THE OSRC FINANCE COMMITTEE AND AFFIRMED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH YEAR, ALL MEMBERS OF THE BOARD AND STAFF OF OSRC ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY REAL OR PERCEIVED CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A SALARY SURVEY IS CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A SALARY SURVEY IS CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 2,920 CHANGE IN VALUE SPLIT INTEREST 0 TOTAL 2,920
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 3
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ANCIENT AND ACCEPTED SCOTTISH RITE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE OREGON SCOTTISH RITE EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0OF FREEMASONRY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt1FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930112705
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1936024129
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0709 SW 15TH AVE

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,666,151
Liabilities
$52,607
Net assets
$4,613,544
Revenue
$290,162
Expenses
$743,210
Net income
-$453,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.44$0.47$0.03
2023Summary only. Only limited summary data is available for this year.$6.01$0.00$0.38$0.21$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.48$0.00$5.48$0.19$0.42$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.01$7.04$0.66$0.26$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$0.00$6.56$0.46$0.23$0.22
2019Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.53$0.27$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.00$4.93$1.17$0.44$0.73
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$0.00$4.70$0.00$0.11$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.67$0.05$4.61$0.29$0.74$0.45
2014Detailed filing. Detailed filing data is available for this year.$5.42$0.10$5.32$0.48$0.72$0.24
2013Detailed filing. Detailed filing data is available for this year.$5.73$0.11$5.62$0.48$0.66$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.62$0.11$5.51$0.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$0.12$5.31$0.71