Civic Intelligence

Donald B Slocum Research and Educational Foundation for Orthope

990EZ • Fiscal year 2017 • EIN 93-0820126

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 29, 2017

55 Coburg RoadEugene, OR 97401-2433

(541) 485-8111

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

56th percentile

5.8%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.7%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$123,281

Up $9,853 (+8.7%) from 2016

Net Assets

Up

$123,281

Up $9,853 (+8.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$169,322

Up $2,429 (+1.5%) from 2016

Expenses

Down

$159,469

Down $860 (-0.5%) from 2016

Net Income

Up

$9,853

Up $3,289 (+50%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$123,281
Liabilities$0
Net Assets$123,281

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$169,322
Expenses$159,469
Net Income$9,853
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 29, 2017
Return Version
2016v3.0
Gross Receipts
$169,322
Mission and Program Overview

Mission

Medical research and continuing education

Program Services

DescriptionGrantsExpenses
CONTINUING EDUCATION PRESENTED$0$9,586
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRICK A LANTZ MDPresident-$0--
JASON TAVAKOLIAN MDVice President-$0--
DENNIS COLLINS MDDirector-$0--
MARIAN BLANKENSHIP MPADirector-$0--
LOU OSTERING PHDDirector-$0--
KELLIE DEVORE MPADirector-$0--
BRIAN A JEWETT MDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Donald B Slocum Research & Educational
EIN
93-0820126
Phone
5414858111
Address
55 COBURG ROAD, EUGENE, OR 97401-2433

Signing Officer

Name
Brick a Lantz Md
Title
President
Phone
5414858111
Signed
2017-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Somerset Cpas Pc
Address
3925 RIVER CROSSING PKWY, INDIANAPOLIS, IN 46240
Preparer
John R Mcclary CPA
Phone
3174722200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest on bank accounts. Amount: 102.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: other. Amount: 3,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: healthy moves. Grantee address: 115 w 8th st, ste 216 eugene, or 97401. Property description: cash. Date of gift: 08/31/17. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: celia moyer. Property description: cash. Date of gift: 08/31/17. Amount given: 1,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: ellie jitto. Property description: cash. Date of gift: 08/31/17. Amount given: 1,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: hannah deschamp. Property description: cash. Date of gift: 08/31/17. Amount given: 1,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: hannah wheeler. Property description: cash. Date of gift: 08/31/17. Amount given: 1,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: isabella chitwood-fox. Property description: cash. Date of gift: 08/31/17. Amount given: 1,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: kareen khalifeh. Property description: cash. Date of gift: 08/31/17. Amount given: 1,500. Total included on form 990-ez, line 10: 10,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: conference expense. Amount: 7,180. Description: insurance expense. Amount: 552. Description: internship stipends. Amount: 13,533. Description: miscellaneous. Amount: 106. Description: study expenses. Amount: 6,864. Description: education. Amount: 2,406. Total to form 990-ez, line 16: 30,641.

Raw XML Appendix200 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRICK A LANTZ MD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0147694
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt053605
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IRS990ScheduleA/TotalSupportAmt0259992
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST ON BANK ACCOUNTS. AMOUNT: 102.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: OTHER. AMOUNT: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: HEALTHY MOVES. GRANTEE ADDRESS: 115 W 8TH ST, STE 216 EUGENE, OR 97401. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/31/17. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: CELIA MOYER. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/31/17. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: ELLIE JITTO. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/31/17. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: HANNAH DESCHAMP. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/31/17. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: . GRANTEE NAME: HANNAH WHEELER. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/31/17. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: . GRANTEE NAME: ISABELLA CHITWOOD-FOX. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/31/17. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: . GRANTEE NAME: KAREEN KHALIFEH. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/31/17. AMOUNT GIVEN: 1,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: CONFERENCE EXPENSE. AMOUNT: 7,180. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 552. DESCRIPTION: INTERNSHIP STIPENDS. AMOUNT: 13,533. DESCRIPTION: MISCELLANEOUS. AMOUNT: 106. DESCRIPTION: STUDY EXPENSES. AMOUNT: 6,864. DESCRIPTION: EDUCATION. AMOUNT: 2,406. TOTAL TO FORM 990-EZ, LINE 16: 30,641.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRICK A LANTZ MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05414858111
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD B SLOCUM RESEARCH & EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0930820126
ReturnHeader/Filer/PhoneNum05414858111
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.250.238.75
ReturnHeader/FilingSecurityInformation/IPDt02017-11-29
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ReturnHeader/FilingSecurityInformation/IPTm008:38:28
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN R MCCLARY CPA
ReturnHeader/ReturnTs02017-12-15T12:31:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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