Civic Intelligence

Oregon State Chapter P E O Sisterhood Trust Fund

990 • Fiscal year 2016 • EIN 93-0862641

Apr 01, 2015 to Mar 31, 2016 • Filed on Jun 13, 2016

Pmb 8295 PO Box 8000Black Butte Ranch, OR 97759

(541) 979-6544

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

54th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

61st percentile

8.3%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

63rd percentile

9.9%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$461,193

Up $41,358 (+9.9%) from 2015

Net Assets

Up

$461,193

Up $41,358 (+9.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$496,393

Up $90,589 (+22%) from 2015

Expenses

Up

$455,035

Up $75,265 (+20%) from 2015

Net Income

Up

$41,358

Up $15,324 (+59%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $312,310Net Assets 2010: $312,3102010Assets 2011: $366,137Liabilities 2011: $0Net Assets 2011: $366,1372011Assets 2012: $415,061Liabilities 2012: $0Net Assets 2012: $415,0612012Assets 2013: $376,409Liabilities 2013: $0Net Assets 2013: $376,4092013Assets 2014: $393,801Liabilities 2014: $0Net Assets 2014: $393,8012014Assets 2015: $419,835Liabilities 2015: $0Net Assets 2015: $419,8352015Assets 2016: $461,193Liabilities 2016: $0Net Assets 2016: $461,1932016Assets 2017: $448,640Liabilities 2017: $0Net Assets 2017: $448,6402017Assets 2018: $437,051Liabilities 2018: $0Net Assets 2018: $437,0512018Assets 2019: $459,631Liabilities 2019: $0Net Assets 2019: $459,6312019Assets 2020: $459,997Liabilities 2020: $0Net Assets 2020: $459,9972020Assets 2021: $412,229Liabilities 2021: $0Net Assets 2021: $412,2292021Assets 2022: $509,234Liabilities 2022: $0Net Assets 2022: $509,2342022Assets 2023: $500,627Liabilities 2023: $0Net Assets 2023: $500,6272023Assets 2024: $484,520Liabilities 2024: $0Net Assets 2024: $484,5202024Assets 2025: $497,817Liabilities 2025: $0Net Assets 2025: $497,8172025

Highlighted filing

2016

Assets$461,193
Liabilities$0
Net Assets$461,193

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $313,349Expenses 2010: $370,302Net Income 2010: -$56,9532010Expenses 2011: $294,5912011Expenses 2012: $396,8942012Expenses 2013: $385,3022013Revenue 2014: $379,301Expenses 2014: $361,909Net Income 2014: $17,3922014Revenue 2015: $405,804Expenses 2015: $379,770Net Income 2015: $26,0342015Revenue 2016: $496,393Expenses 2016: $455,035Net Income 2016: $41,3582016Revenue 2017: $426,099Expenses 2017: $438,652Net Income 2017: -$12,5532017Revenue 2018: $426,833Expenses 2018: $438,422Net Income 2018: -$11,5892018Revenue 2019: $460,411Expenses 2019: $437,831Net Income 2019: $22,5802019Revenue 2020: $452,461Expenses 2020: $452,095Net Income 2020: $3662020Revenue 2021: $416,956Expenses 2021: $464,724Net Income 2021: -$47,7682021Revenue 2022: $511,493Expenses 2022: $414,488Net Income 2022: $97,0052022Revenue 2023: $494,675Expenses 2023: $503,282Net Income 2023: -$8,6072023Revenue 2024: $500,307Expenses 2024: $516,414Net Income 2024: -$16,1072024Revenue 2025: $507,170Expenses 2025: $493,873Net Income 2025: $13,2972025

Highlighted filing

2016

Revenue$496,393
Expenses$455,035
Net Income$41,358
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jun 13, 2016
Return Version
2015v2.1
Gross Receipts
$496,393
Mission and Program Overview

Mission

Scholarships for higher education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$419,835$461,193▲ $41,358
Total Assets$419,835$461,193▲ $41,358
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$419,234$460,726▲ $41,492
Unrestricted Net Assets$601$467▼ $134
Total Net Assets Fund Balance$419,835$461,193▲ $41,358
Total Liabilities and Net Assets / Fund Balance$419,835$461,193▲ $41,358
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cathie DavisPresident
Susan LedingOrganizer
Marilyn Staples-sundtSecretary
Sonia LamoreauxTreasurer
Sandra SothernVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$446,987
Program Service Revenue
$0
Investment Income
$195
Other Revenue
$49,211
All Other Contributions
$446,987
Change in Net Assets
$41,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$435,986
Other Expenses$19,049
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$435,986--$435,986
Other Expenses-$19,049-$19,049
Total Functional Expenses$435,986$19,049$0$455,035
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
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
No
Other officer compensation reviewed
No
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

The return is provided to the treasurer electronically for review and is then shared with the remaining board members for review by the entire executive board. Consensus is taken for approval of the document as presented or amended. Ratification of the board approval is conducted at the first board meeting following review and approval.

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

Conflict of interest documents are completed on an annual basis, copies of which are kept and reviewed by the president. Any apparent conflicts are then addressed.

Form 990, Page 6, Part VI, Line 18

Pursuant to the following statement posted on the oregon state chapter website: financial records for the sisterhood (form 990) are available upon request from international chapter p.e.o. Sisterhood. Financial records (form 990 and audit) for oregon state chapter charitable trust are available upon request from the president of oregon state chapter. Documents will be provided upon request by individuals who are not members and would not have access to the website.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request.

Form 990, Part VII

Members of the board of directors also spend time on a related organization

Filing and Contact Details

Filer

Filer Name
Oregon State Chapter
EIN
93-0862641
Phone
5419796544
Address
PMB 8295 PO BOX 8000, BLACK BUTTE RANCH, OR 97759

Signing Officer

Name
Sonia Lamoreaux
Title
Treasurer
Phone
5419796544
Signed
2016-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cathie Davis
Formed
1984
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
7,412

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Sara Hummel
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

All members of oregon state chapter p.e.o. Sisterhood volunteer their time and talents in a variety of ways to earn funds to provide scholarships for women. The osc executive board members volunteer their time to serve as the governing body of oregon state chapter under the guidance of the p.e.o. International by-laws and constitution.

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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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FUNDS ARE REMITTED TO EDUCATIONAL INSTITUTIONS IN THE NAME OF EACH INDIVIDUAL STUDENT. INSTRUCTIONS ARE INCLUDED WITH THE PAYMENT INDICATING THE PROCEDURES THAT SHOULD BE TAKEN IF THE STUDENT DOES NOT COMPLETE THE INDICATED COURSE OF STUDY. ANY FUNDS LEFT OVER ARE RETURNED TO THE OREGON STATE CHAPTER CHARITABLE TRUST FOR REISSUE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS OF OREGON STATE CHAPTER P.E.O. SISTERHOOD VOLUNTEER THEIR TIME AND TALENTS IN A VARIETY OF WAYS TO EARN FUNDS TO PROVIDE SCHOLARSHIPS FOR WOMEN. THE OSC EXECUTIVE BOARD MEMBERS VOLUNTEER THEIR TIME TO SERVE AS THE GOVERNING BODY OF OREGON STATE CHAPTER UNDER THE GUIDANCE OF THE P.E.O. INTERNATIONAL BY-LAWS AND CONSTITUTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS PROVIDED TO THE TREASURER ELECTRONICALLY FOR REVIEW AND IS THEN SHARED WITH THE REMAINING BOARD MEMBERS FOR REVIEW BY THE ENTIRE EXECUTIVE BOARD. CONSENSUS IS TAKEN FOR APPROVAL OF THE DOCUMENT AS PRESENTED OR AMENDED. RATIFICATION OF THE BOARD APPROVAL IS CONDUCTED AT THE FIRST BOARD MEETING FOLLOWING REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST DOCUMENTS ARE COMPLETED ON AN ANNUAL BASIS, COPIES OF WHICH ARE KEPT AND REVIEWED BY THE PRESIDENT. ANY APPARENT CONFLICTS ARE THEN ADDRESSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PURSUANT TO THE FOLLOWING STATEMENT POSTED ON THE OREGON STATE CHAPTER WEBSITE: FINANCIAL RECORDS FOR THE SISTERHOOD (FORM 990) ARE AVAILABLE UPON REQUEST FROM INTERNATIONAL CHAPTER P.E.O. SISTERHOOD. FINANCIAL RECORDS (FORM 990 AND AUDIT) FOR OREGON STATE CHAPTER CHARITABLE TRUST ARE AVAILABLE UPON REQUEST FROM THE PRESIDENT OF OREGON STATE CHAPTER. DOCUMENTS WILL BE PROVIDED UPON REQUEST BY INDIVIDUALS WHO ARE NOT MEMBERS AND WOULD NOT HAVE ACCESS TO THE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERS OF THE BOARD OF DIRECTORS ALSO SPEND TIME ON A RELATED ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OREGON STATE CHAPTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0PEO SISTERHOOD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237030111
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0DUES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt030894 BELLFOUNTAIN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CORVALLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097333
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0419234
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0460726
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0419835
IRS990/TotalAssetsEOYAmt0461193
IRS990/TotalAssetsGrp/BOYAmt0419835
IRS990/TotalAssetsGrp/EOYAmt0461193
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0446987
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019049
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0435986
IRS990/TotalFunctionalExpensesGrp/TotalAmt0455035
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0419835
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0461193
IRS990/TotalProgramServiceExpensesAmt0435986
IRS990/TotalRevenueGrp/ExclusionAmt0195
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049211
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0496393
IRS990/TotalVolunteersCnt07412
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0419835
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0461193
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0601
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0467
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02035 GREY EAGLE DRIVE
IRS990/USAddress/CityNm0MEDFORD
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097501
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PEOOREGON.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SONIA LAMOREAUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05419796544
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON STATE CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PEO SISTERHOOD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0930862641
ReturnHeader/Filer/PhoneNum05419796544
ReturnHeader/Filer/USAddress/AddressLine1Txt0PMB 8295 PO BOX 8000
ReturnHeader/Filer/USAddress/CityNm0BLACK BUTTE RANCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097759
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930819646
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & ROTH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 10086
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097440
ReturnHeader/PreparerPersonGrp/PhoneNum05416872320
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA HUMMEL
ReturnHeader/ReturnTs02016-09-02T17:04:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.98$0.00$4.98$5.07$4.94$0.13
2024Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$5.00$5.16$0.16
2023Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$4.95$5.03$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$5.11$4.14$0.97
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$4.17$4.65$0.48
2020Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$4.52$4.52$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$4.60$4.38$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$4.27$4.38$0.12
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$4.26$4.39$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$4.96$4.55$0.41
2015Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$4.06$3.80$0.26
2014Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$3.79$3.62$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.00$3.76$3.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.00$4.15$3.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.00$3.66$2.95
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$3.12$3.13$3.70$0.57