Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest on bank accounts. Amount: 203.”
Donald B Slocum Research and Educational Foundation for Orthope
990EZ • Fiscal year 2018 • EIN 93-0820126
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Flat$31,425
Flat from 2018
Net Assets
Flat$31,425
Flat from 2018
Liabilities
Flat$0
Flat from 2018
Revenue And Expenses
Revenue
Flat$164,009
Flat from 2018
Expenses
Flat$163,195
Flat from 2018
Net Income
Flat$814
Flat from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2018 to Dec 31, 2018
- Signed
- Mar 15, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $164,009
Mission and Program Overview
Mission
Medical research and continuing education
Program Services
| Description | Grants | Expenses |
|---|---|---|
| CONTINUING EDUCATION PRESENTED | $0 | $3,875 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRICK A LANTZ MD | President | - | $0 | - | - |
| JASON TAVAKOLIAN MD | Vice President | - | $0 | - | - |
| DENNIS COLLINS MD | Director | - | $0 | - | - |
| MARIAN BLANKENSHIP MPA | Director | - | $0 | - | - |
| LOU OSTERING PHD | Director | - | $0 | - | - |
| NICHOLAS STRASSER MD | Director | - | $0 | - | - |
| BRIAN A JEWETT MD | Treasurer | - | $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
- 2019-03-15
- 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 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. Amount given: 1,100.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: faryn dahlen. Property description: cash. Amount given: 1,500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: elizabeth contreras-sanchez. Property description: cash. Amount given: 1,500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: anna laptova. Property description: cash. Amount given: 1,500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: stephanie mueller. Property description: cash. Amount given: 1,500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: blake nelson. Property description: cash. Amount given: 1,500.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: lucas schwin. Property description: cash. Amount given: 1,500. Total included on form 990-ez, line 10: 10,100.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: conference expense. Amount: 3,875. Description: insurance expense. Amount: 594. Description: internship stipends. Amount: 12,200. Description: office expense. Amount: 30. Description: study expenses. Amount: 3,846. Description: books / licenses. Amount: 50. Total to form 990-ez, line 16: 20,595.”
Raw XML Appendix189 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/PersonNm | 1 | JASON TAVAKOLIAN MD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | DENNIS COLLINS MD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MARIAN BLANKENSHIP MPA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LOU OSTERING PHD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | NICHOLAS STRASSER MD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | BRIAN A JEWETT MD |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 20595 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | MEDICAL RESEARCH AND CONTINUING EDUCATION |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 129386 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | CONTINUING EDUCATION PRESENTED |
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| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OR |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
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| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
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| IRS990EZ/TotalRevenueAmt | 0 | 164009 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 34420 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 5000 |
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| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 52 |
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| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.99770 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.99870 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 217614 |
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| IRS990ScheduleA/TotalSupportAmt | 0 | 218105 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST ON BANK ACCOUNTS. AMOUNT: 203. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: HEALTHY MOVES. GRANTEE ADDRESS: 115 W 8TH ST, STE 216 EUGENE, OR 97401. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,100. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: FARYN DAHLEN. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ELIZABETH CONTRERAS-SANCHEZ. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: ANNA LAPTOVA. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: STEPHANIE MUELLER. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: BLAKE NELSON. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: LUCAS SCHWIN. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 10,100. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | DESCRIPTION: CONFERENCE EXPENSE. AMOUNT: 3,875. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 594. DESCRIPTION: INTERNSHIP STIPENDS. AMOUNT: 12,200. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 30. DESCRIPTION: STUDY EXPENSES. AMOUNT: 3,846. DESCRIPTION: BOOKS / LICENSES. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 20,595. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRICK A LANTZ MD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
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| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-03-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | DONALD B SLOCUM RESEARCH & EDUCATIONAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | DONA |
| ReturnHeader/Filer/EIN | 0 | 930820126 |
| ReturnHeader/Filer/PhoneNum | 0 | 5414858111 |
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| ReturnHeader/Filer/USAddress/CityNm | 0 | EUGENE |
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| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-03-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | US |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:42:05 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 201717681 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SOMERSET CPAS PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3925 RIVER CROSSING PKWY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | INDIANAPOLIS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 46240 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3174722200 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-03-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JOHN R MCCLARY CPA |
| ReturnHeader/ReturnTs | 0 | 2019-04-10T11:13:23-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $31,425
- Liabilities
- $0
- Net assets
- $31,425
- Revenue
- $164,009
- Expenses
- $163,195
- Net income
- $814