Civic Intelligence

Research Foundation for Educational

EIN 93-0881963 • Oregon City, OR

204 S John Adams StreetOregon City, OR 97045
Siviq Scores

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

Liabilities / Assets

99th percentile

25.42x

Higher debt load relative to assets than 99% of similar nonprofits.

<$500k nonprofits • Source year 2015

Liabilities / Revenue

100th percentile

4728.00x

Higher debt load relative to revenue than 100% of similar nonprofits.

<$500k nonprofits • Source year 2015

Net Margin

1st percentile

-14900%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2015

Asset Growth

22nd percentile

-45%

Faster asset growth than 22% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-97%

Faster revenue growth than 6% of similar nonprofits.

<$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$186

Down $150 (-45%) from 2014

Liabilities

Flat

$4,728

Flat from 2014

Net Assets

Down

-$4,542

Down $150 (-3.4%) from 2014

Operations
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$0

Down $30 (-100%) from 2014

Expenses

Down

$150

Down $630 (-81%) from 2014

Net Income

Up

-$150

Up $600 (+80%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

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

$5.0K$0-$5.0KAssets 2011: -$2,970Liabilities 2011: $02011Assets 2012: -$3,281Liabilities 2012: $02012Assets 2013: $586Liabilities 2013: $4,228Net Assets 2013: -$3,6422013Assets 2014: $336Liabilities 2014: $4,728Net Assets 2014: -$4,3922014Assets 2015: $186Liabilities 2015: $4,728Net Assets 2015: -$4,5422015

Highlighted filing

2015

Assets$186
Liabilities$4,728
Net Assets-$4,542
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

$15K$10K$5.0K$0-$5.0KRevenue 2011: $14,694Expenses 2011: $13,562Net Income 2011: $1,1322011Revenue 2012: $4,470Expenses 2012: $4,781Net Income 2012: -$3112012Revenue 2013: $0Expenses 2013: $361Net Income 2013: -$3612013Revenue 2014: $30Expenses 2014: $780Net Income 2014: -$7502014Revenue 2015: $0Expenses 2015: $150Net Income 2015: -$1502015

Highlighted filing

2015

Revenue$0
Expenses$150
Net Income-$150
Open 2015 Filing

Filings

Most recent year

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

Open filing
Assets
$186
Liabilities
$4,728
Net assets
-$4,542
Revenue
$0
Expenses
$150
Net income
-$150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.19$4.73$4.54$0.00$0.15$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.34$4.73$4.39$0.03$0.78$0.75
2013Detailed filing. Detailed filing data is available for this year.$0.59$4.23$3.64$0.00$0.36$0.36
2012Summary only. Only limited summary data is available for this year.$3.28$0.00$4.47$4.78$0.31
2011Summary only. Only limited summary data is available for this year.$2.97$0.00$14.7$13.6$1.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 14, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TONYA OSBORNEPresident-$0--
MARK LEUDTKESecretary-$0--
NORMAN STEWARTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Research Foundation for Educational
EIN
93-0881963
Phone
5036574000
Address
204 S JOHN ADAMS STREET, OREGON CITY, OR 97045

Signing Officer

Name
Norman Stewart
Title
Director
Signed
2016-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Clackamas Income Tax & Accounting Inc
Address
45 SE 82ND DRIVE Suite 55, GLADSTONE, OR 97027
Preparer
Susan L High EA LTC
Phone
5036553737
Raw XML Appendix178 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.

Path#Value
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02012-01-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt01300
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt0150
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt01014
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/Rt00.1152
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-150
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0150
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-150
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0-4542
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0-4392
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0-4542
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt04728
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt04728
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt050
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt050
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01164
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01300
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0286
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0136
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0336
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0186
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04728
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04728
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0336
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0186
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0-4392
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0-4542
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0-4392
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0-4542
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TONYA OSBORNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK LEUDTKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NORMAN STEWART
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0204 S JOHN ADAMS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1204 S JOHN ADAMS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2204 S JOHN ADAMS ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OREGON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OREGON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OREGON CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297045
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0204 S JOHN ADAMS STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OREGON CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097045
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NORMAN STEWART
IRS990PF/StatementsRegardingActyGrp/PhoneNum05036574000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01164
LandEtcSchedule2/LandEtcGrp/BookValueAmt0136
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01300
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORMAN STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RESEARCH FOUNDATION FOR EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EXCELLENCE
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0930881963
ReturnHeader/Filer/PhoneNum05036574000
ReturnHeader/Filer/USAddress/AddressLine1Txt0204 S JOHN ADAMS STREET
ReturnHeader/Filer/USAddress/CityNm0OREGON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLACKAMAS INCOME TAX & ACCOUNTING INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 SE 82ND DRIVE Suite 55
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLADSTONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097027
ReturnHeader/PreparerPersonGrp/PhoneNum05036553737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan L High EA LTC
ReturnHeader/ReturnTs02016-09-14T12:59:01-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.