Civic Intelligence

Donald B Slocum Research & Educational Foundation

EIN 93-0820126 • 501(c)3 • Eugene, OR

Profile

Medical research and continuing education

55 Coburg RdEugene, OR 97401-2433

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

57%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

44th percentile

-6.4%

Faster revenue growth than 44% of similar nonprofits.

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

Assets

Up

$359,044

Up $129,989 (+57%) from 2023

Liabilities

Up

$1,389

Up $1,389 from 2023

Net Assets

Up

$357,655

Up $128,600 (+56%) from 2023

Revenue

Down

$386,310

Down $26,335 (-6.4%) from 2023

Expenses

Down

$257,710

Down $27,493 (-9.6%) from 2023

Net Income

Up

$128,600

Up $1,158 (+0.9%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $117,002Liabilities 2011: $02011Assets 2012: $151,889Net Assets 2012: $151,8892012Assets 2013: $87,241Net Assets 2013: $87,2412013Assets 2014: $58,235Net Assets 2014: $58,2352014Assets 2015: $106,864Net Assets 2015: $106,8642015Assets 2016: $113,428Liabilities 2016: $0Net Assets 2016: $113,4282016Assets 2017: $123,281Liabilities 2017: $0Net Assets 2017: $123,2812017Assets 2018: $31,425Liabilities 2018: $0Net Assets 2018: $31,4252018Assets 2019: $5,009Liabilities 2019: $0Net Assets 2019: $5,0092019Assets 2020: $108,578Liabilities 2020: $0Net Assets 2020: $108,5782020Assets 2021: $169,354Liabilities 2021: $0Net Assets 2021: $169,3542021Assets 2022: $102,091Liabilities 2022: $0Net Assets 2022: $102,0912022Assets 2023: $229,055Liabilities 2023: $0Net Assets 2023: $229,0552023Assets 2024: $359,044Liabilities 2024: $1,389Net Assets 2024: $357,6552024

Highlighted filing

2024

Assets$359,044
Liabilities$1,389
Net Assets$357,655

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $152,889Expenses 2011: $81,460Net Income 2011: $71,4292011Revenue 2012: $198,437Expenses 2012: $163,550Net Income 2012: $34,8872012Revenue 2013: $47,452Expenses 2013: $112,100Net Income 2013: -$64,6482013Revenue 2014: $74,050Expenses 2014: $103,056Net Income 2014: -$29,0062014Revenue 2015: $165,535Expenses 2015: $116,906Net Income 2015: $48,6292015Revenue 2016: $166,893Expenses 2016: $160,329Net Income 2016: $6,5642016Revenue 2017: $169,322Expenses 2017: $159,469Net Income 2017: $9,8532017Revenue 2018: $164,009Expenses 2018: $163,195Net Income 2018: $8142018Revenue 2019: $131,160Expenses 2019: $157,576Net Income 2019: -$26,4162019Revenue 2020: $138,472Expenses 2020: $34,903Net Income 2020: $103,5692020Revenue 2021: $98,190Expenses 2021: $37,414Net Income 2021: $60,7762021Revenue 2022: $476,553Expenses 2022: $543,816Net Income 2022: -$67,2632022Revenue 2023: $412,645Expenses 2023: $285,203Net Income 2023: $127,4422023Revenue 2024: $386,310Expenses 2024: $257,710Net Income 2024: $128,6002024

Highlighted filing

2024

Revenue$386,310
Expenses$257,710
Net Income$128,600

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.59$0.01$3.58$3.86$2.58$1.29
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$4.13$2.85$1.27
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$4.77$5.44$0.67
2021Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.98$0.37$0.61
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.38$0.35$1.04
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.31$1.58$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.64$1.63$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$1.69$1.59$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.67$1.60$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.07$1.07$1.66$1.17$0.49
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.74$1.03$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.87$0.47$1.12$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$1.52$1.98$1.64$0.35
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$1.53$0.81$0.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 9, 2025
Return Version
2024v5.2
Gross Receipts
$386,310
Mission and Program Overview

Mission

Medical research and continuing education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$229,055$358,748▲ $129,693
Rtn Earn Endowment Incm Other Fnds$229,055$357,655▲ $128,600
Accounts Receivable-$296-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$229,055$359,044▲ $129,989
Liabilities
Accounts Payable and Accrued Expenses-$1,389-
Total Liabilities$0$1,389▲ $1,389
Net Assets / Fund Balance
Total Net Assets Fund Balance$229,055$357,655▲ $128,600
Total Liabilities and Net Assets / Fund Balance$229,055$359,044▲ $129,989
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$154,600
Program Service Revenue
$176,431
Investment Income
$8,372
Other Revenue
$46,907
All Other Contributions
$154,600
Change in Net Assets
$128,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$183,359
Other Expenses$64,288
Grants and Similar Amounts Paid$10,063
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$160,781--$160,781
Occupancy-$17,256-$17,256
Payroll Taxes$13,577--$13,577
Insurance-$13,037-$13,037
Grants to Domestic Individuals$9,063--$9,063
Other Employee Benefits$9,001--$9,001
Fees for Services Accounting-$5,315-$5,315
Office Expenses-$5,068-$5,068
Travel$3,907--$3,907
All Other Expenses$1,091$2,596-$3,687
Conferences and Meetings$1,749--$1,749
Other Expenses$2,800$1,520-$1,520
Grants to Domestic Orgs$1,000--$1,000
Advertising$837--$837
Total Functional Expenses$210,206$47,504$0$257,710
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
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
Yes
Other officer compensation reviewed
No
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, Part VI, Section B, Line 11B

The entire governing body does not review the 990 before filing.

Form 990, Part VI, Section B, Line 15A

We utilize benchmarking data from salary surveys such as milliman to determine a salary midpoint for jobs and create a range with that for top and bottom of the wage range. We then look at each individual's relevant experience and education to determine where to place them within the range.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure explanation available upon request.

Filing and Contact Details

Filer

Filer Name
Donald B Slocum Research & Educational
EIN
93-0820126
Phone
5418683208
Address
55 COBURG RD, EUGENE, OR 97401-2433

Signing Officer

Name
David Murdock
Title
CFO
Phone
5418683208
Signed
2025-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenna Godfrey
Formed
1982
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Advisors LLC
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
John R Mcclary
Phone
3174722200
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IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0223338
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0229055
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0357655
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0149600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0192240
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0253600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0595440
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0149600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0231337
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0365550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0118571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0895850
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt08372
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02375
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0480
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0457
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011710
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0228338
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0178933
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0117666
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt088619
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0107680
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0721236
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt08372
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02375
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0480
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0457
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011710
IRS990ScheduleA/InvestmentIncomeCYPct00.00720
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.62720
IRS990ScheduleA/PublicSupportTotal509Amt01021646
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0149600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0192240
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0253600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0595440
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0377938
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0410270
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0483216
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0207190
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0138472
IRS990ScheduleA/Total509Grp/TotalAmt01617086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0386310
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0412645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0483696
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0207647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0138498
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01628796
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/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ENTIRE GOVERNING BODY DOES NOT REVIEW THE 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE UTILIZE BENCHMARKING DATA FROM SALARY SURVEYS SUCH AS MILLIMAN TO DETERMINE A SALARY MIDPOINT FOR JOBS AND CREATE A RANGE WITH THAT FOR TOP AND BOTTOM OF THE WAGE RANGE. WE THEN LOOK AT EACH INDIVIDUAL'S RELEVANT EXPERIENCE AND EDUCATION TO DETERMINE WHERE TO PLACE THEM WITHIN THE RANGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0229055
IRS990/TotalAssetsEOYAmt0359044
IRS990/TotalAssetsGrp/BOYAmt0229055
IRS990/TotalAssetsGrp/EOYAmt0359044
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0154600
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047504
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0210206
IRS990/TotalFunctionalExpensesGrp/TotalAmt0257710
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01389
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01389
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0229055
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0357655
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0210206
IRS990/TotalProgramServiceRevenueAmt0176431
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08372
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0223338
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0386310
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0229055
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0359044
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt03907
IRS990/TravelGrp/TotalAmt03907
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt055 COBURG RD
IRS990/USAddress/CityNm0EUGENE
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097401
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MURDOCK

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