Civic Intelligence

The Oscpa Educational Foundation

990 • Fiscal year 2019 • EIN 93-0889479

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 28, 2020

Organization ProfileWWW.ORCPA.ORG
PO Box 4555Beaverton, OR 97076-4555

(503) 641-7200

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

48th percentile

2.9%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

49th percentile

2.6%

Faster asset growth than 49% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

8.1%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$624,674

Up $16,089 (+2.6%) from 2018

Net Assets

Up

$624,674

Up $16,089 (+2.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin48th percentile

Revenue

Up

$109,278

Up $8,210 (+8.1%) from 2018

Expenses

Up

$106,133

Up $5,127 (+5.1%) from 2018

Net Income

Up

$3,145

Up $3,083 (+4973%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$1.0M$500K$0Assets 2011: $467,176Liabilities 2011: $0Net Assets 2011: $467,1762011Assets 2012: $468,932Liabilities 2012: $0Net Assets 2012: $468,9322012Assets 2013: $490,872Liabilities 2013: $0Net Assets 2013: $490,8722013Assets 2014: $522,592Liabilities 2014: $0Net Assets 2014: $522,5922014Assets 2015: $544,892Liabilities 2015: $0Net Assets 2015: $544,8922015Assets 2016: $543,941Liabilities 2016: $0Net Assets 2016: $543,9412016Assets 2017: $603,586Liabilities 2017: $0Net Assets 2017: $603,5862017Assets 2018: $608,585Liabilities 2018: $0Net Assets 2018: $608,5852018Assets 2019: $624,674Liabilities 2019: $0Net Assets 2019: $624,6742019Assets 2020: $629,255Liabilities 2020: $0Net Assets 2020: $629,2552020Assets 2021: $734,191Liabilities 2021: $0Net Assets 2021: $734,1912021Assets 2022: $776,151Liabilities 2022: $0Net Assets 2022: $776,1512022Assets 2023: $851,275Liabilities 2023: $0Net Assets 2023: $851,2752023Assets 2024: $918,244Liabilities 2024: $0Net Assets 2024: $918,2442024Assets 2025: $996,557Liabilities 2025: $0Net Assets 2025: $996,5572025

Highlighted filing

2019

Assets$624,674
Liabilities$0
Net Assets$624,674
Open 2019 Filing

Operations Trend

Revenue Growth58th percentile

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

$300K$200K$100K$0Revenue 2011: $156,177Expenses 2011: $113,214Net Income 2011: $42,9632011Revenue 2012: $109,863Expenses 2012: $109,616Net Income 2012: $2472012Revenue 2013: $129,693Expenses 2013: $102,107Net Income 2013: $27,5862013Revenue 2014: $135,964Expenses 2014: $112,766Net Income 2014: $23,1982014Revenue 2015: $121,957Expenses 2015: $95,173Net Income 2015: $26,7842015Revenue 2016: $132,749Expenses 2016: $128,059Net Income 2016: $4,6902016Revenue 2017: $177,347Expenses 2017: $113,299Net Income 2017: $64,0482017Revenue 2018: $101,068Expenses 2018: $101,006Net Income 2018: $622018Revenue 2019: $109,278Expenses 2019: $106,133Net Income 2019: $3,1452019Revenue 2020: $136,101Expenses 2020: $125,343Net Income 2020: $10,7582020Revenue 2021: $178,631Expenses 2021: $113,426Net Income 2021: $65,2052021Revenue 2022: $248,552Expenses 2022: $125,004Net Income 2022: $123,5482022Revenue 2023: $192,424Expenses 2023: $142,516Net Income 2023: $49,9082023Revenue 2024: $190,110Expenses 2024: $150,498Net Income 2024: $39,6122024Revenue 2025: $239,613Expenses 2025: $177,448Net Income 2025: $62,1652025

Highlighted filing

2019

Revenue$109,278
Expenses$106,133
Net Income$3,145
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 28, 2020
Return Version
2018v3.1
Gross Receipts
$158,885
Mission and Program Overview

Mission

To provide scholarships to high-achieving college students in oregon and southwest washington pursuing a cpa career; raise the dollar amounts of scholarships; and offer scholarships that encourage candidates considering a career change to pursue an advancededucation in accounting.

To provide scholarships to high-achieving college students in oregon and southwest washington pursuing a cpa career; raise the dollar amounts of scholarships; and offer scholarships that encourage candidates considering a career change to pursue an advanced education in accounting.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$483,196$489,735▲ $6,539
Investments in Publicly Traded Securities$303,934$328,306▲ $24,372
Savings and Temporary Cash Investments$295,994$287,221▼ $8,773
Cap Stk Tr Prin Current Funds$125,389$134,939▲ $9,550
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$608,585$624,674▲ $16,089
Other Assets Total$8,657$9,147▲ $490
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$608,585$624,674▲ $16,089
Total Liabilities and Net Assets / Fund Balance$608,585$624,674▲ $16,089

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$483,196$6,539▲ $14,559-$489,735
2017$481,722$1,474▲ $20,946-$483,196
2016$431,218$50,504▲ $19,744-$481,722
2015$428,754$2,594▲ $9,748-$431,348
2014$426,160---$426,160
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Dwayne S RichardsonPresident
David TuckerPresident-elect
Alexander M CorriganDirector
Amy S BourneDirector
Colleen MurrayDirector
David M SacoolasDirector
Elizabeth D AlmerDirector
Fredrick M KoontzDirector
Gary C HomsleyDirector
James J JurinskiDirector
Kevin J GiengerDirector
Michele C HenneyDirector
Nikki L KoblihaDirector
Richard W WingardDirector
Sherri Ld McphersonDirector
Tricia S DuncanDirector
Phyllis BarkerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$92,227
Program Service Revenue
$0
Investment Income
$17,051
Other Revenue
$0
All Other Contributions
$92,227
Change in Net Assets
$3,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,525
Other Expenses$10,608
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$95,525--$95,525
Insurance-$3,186-$3,186
Office Expenses-$3,026-$3,026
Fees for Service Investment Mgmnt Fees-$2,591-$2,591
Fees for Services Other-$1,805-$1,805
Total Functional Expenses$95,525$10,608$0$106,133
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 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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by selected members of the board of directors before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Annually board members sign conflict of interest statements. At the annual scholarship selection meeting, board members are reminded about conflict of interest. If there is believed to be a conflict related to either a specific scholarship applicant or a particular scholarship being awarded, the board member will recuse themselves from the discussion and not vote.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Oscpa Educational Foundation
EIN
93-0889479
Phone
5036417200
Address
PO BOX 4555, BEAVERTON, OR 97076-4555

Signing Officer

Name
Phyllis B Barker
Title
Secretary/treasurer
Phone
5036417200
Signed
2020-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dwayne S Richardson
Formed
1985
Legal Domicile
Or
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
17

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
Raw XML AppendixShowing 400 of 441 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIPS TO HIGH-ACHIEVING COLLEGE STUDENTS IN OREGON AND SOUTHWEST WASHINGTON PURSUING A CPA CAREER; RAISE THE DOLLAR AMOUNTS OF SCHOLARSHIPS; AND OFFER SCHOLARSHIPS THAT ENCOURAGE CANDIDATES CONSIDERING A CAREER CHANGE TO PURSUE AN ADVANCED EDUCATION IN ACCOUNTING.
IRS990/AllOtherContributionsAmt092227
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PHYLLIS B BARKER
IRS990/BooksInCareOfDetail/PhoneNum05036417200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4555
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEAVERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0970764555
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0125389
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0134939
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt092227
IRS990/CYGrantsAndSimilarPaidAmt095525
IRS990/CYInvestmentIncomeAmt017051
IRS990/CYOtherExpensesAmt010608
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03145
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0106133
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0109278
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS WERE PROVIDED TO 45 ACCOUNTING STUDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt095525
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01805
IRS990/FeesForServicesOtherGrp/TotalAmt01805
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02591
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02591
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0DWAYNE S RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID TUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm2PHYLLIS BARKER
IRS990/Form990PartVIISectionAGrp/PersonNm3ELIZABETH D ALMER
IRS990/Form990PartVIISectionAGrp/PersonNm4AMY S BOURNE
IRS990/Form990PartVIISectionAGrp/PersonNm5ALEXANDER M CORRIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm6TRICIA S DUNCAN
IRS990/Form990PartVIISectionAGrp/PersonNm7KEVIN J GIENGER
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHELE C HENNEY
IRS990/Form990PartVIISectionAGrp/PersonNm9GARY C HOMSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES J JURINSKI
IRS990/Form990PartVIISectionAGrp/PersonNm11NIKKI L KOBLIHA
IRS990/Form990PartVIISectionAGrp/PersonNm12FREDRICK M KOONTZ
IRS990/Form990PartVIISectionAGrp/PersonNm13SHERRI LD MCPHERSON
IRS990/Form990PartVIISectionAGrp/PersonNm14COLLEEN MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVID M SACOOLAS
IRS990/Form990PartVIISectionAGrp/PersonNm16RICHARD W WINGARD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04207
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt095525
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt095525
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt095525
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt053814
IRS990/GrossReceiptsAmt0158885
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03186
IRS990/InsuranceGrp/TotalAmt03186
IRS990/InvestmentIncomeGrp/ExclusionAmt012844
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012844
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0303934
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0328306
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt049607
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIPS TO HIGH-ACHIEVING COLLEGE STUDENTS IN OREGON AND SOUTHWEST WASHINGTON PURSUING A CPA CAREER; RAISE THE DOLLAR AMOUNTS OF SCHOLARSHIPS; AND OFFER SCHOLARSHIPS THAT ENCOURAGE CANDIDATES CONSIDERING A CAREER CHANGE TO PURSUE AN ADVANCEDEDUCATION IN ACCOUNTING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0608585
IRS990/NetAssetsOrFundBalancesEOYAmt0624674
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04207
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04207
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt012944
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03026
IRS990/OfficeExpensesGrp/TotalAmt03026
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08657
IRS990/OtherAssetsTotalGrp/EOYAmt09147
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DWAYNE S RICHARDSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt082549
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt092000
IRS990/PYInvestmentIncomeAmt018519
IRS990/PYOtherExpensesAmt09006
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt062
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0101006
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0101068
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt03145
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0483196
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0489735
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0295994
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0287221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt092227
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt082549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0150861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0115081
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt097562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0538280
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012844
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010754
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09235
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08329
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt050259
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64070
IRS990ScheduleA/PublicSupportPY170Pct00.91350
IRS990ScheduleA/PublicSupportTotal170Amt0377097
IRS990ScheduleA/SubstantialContributorsTotAmt0161183
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt092227
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt082549
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150861
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0115081
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt097562
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0538280
IRS990ScheduleA/TotalSupportAmt0588539
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
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0483196
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt06539
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0489735
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt014559
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt014559
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0481722
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01474
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0483196
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt020946
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020946
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0431218
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt050504
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0481722
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt019744
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019744
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0428754
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02594
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0431348
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt09748
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09748
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0426160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0426160
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt095525
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt045
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY SELECTED MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY BOARD MEMBERS SIGN CONFLICT OF INTEREST STATEMENTS. AT THE ANNUAL SCHOLARSHIP SELECTION MEETING, BOARD MEMBERS ARE REMINDED ABOUT CONFLICT OF INTEREST. IF THERE IS BELIEVED TO BE A CONFLICT RELATED TO EITHER A SPECIFIC SCHOLARSHIP APPLICANT OR A PARTICULAR SCHOLARSHIP BEING AWARDED, THE BOARD MEMBER WILL RECUSE THEMSELVES FROM THE DISCUSSION AND NOT VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0608585
IRS990/TotalAssetsEOYAmt0624674
IRS990/TotalAssetsGrp/BOYAmt0608585
IRS990/TotalAssetsGrp/EOYAmt0624674
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt092227
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010608
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095525
IRS990/TotalFunctionalExpensesGrp/TotalAmt0106133
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0608585
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0624674
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt095525
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017051
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0109278
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0608585
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0624674
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4555

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$624,674
Liabilities
$0
Net assets
$624,674
Revenue
$109,278
Expenses
$106,133
Net income
$3,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.97$0.00$9.97$2.40$1.77$0.62
2024Summary only. Only limited summary data is available for this year.$9.18$0.00$9.18$1.90$1.50$0.40
2023Summary only. Only limited summary data is available for this year.$8.51$0.00$8.51$1.92$1.43$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.76$0.00$7.76$2.49$1.25$1.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.34$0.00$7.34$1.79$1.13$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$0.00$6.29$1.36$1.25$0.11
2019Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$1.09$1.06$0.03
2018Summary only. Only limited summary data is available for this year.$6.09$0.00$6.09$1.01$1.01$0.00
2017Summary only. Only limited summary data is available for this year.$6.04$0.00$6.04$1.77$1.13$0.64
2016Summary only. Only limited summary data is available for this year.$5.44$0.00$5.44$1.33$1.28$0.05
2015Summary only. Only limited summary data is available for this year.$5.45$0.00$5.45$1.22$0.95$0.27
2014Summary only. Only limited summary data is available for this year.$5.23$0.00$5.23$1.36$1.13$0.23
2013Summary only. Only limited summary data is available for this year.$4.91$0.00$4.91$1.30$1.02$0.28
2012Summary only. Only limited summary data is available for this year.$4.69$0.00$4.69$1.10$1.10$0.00
2011Summary only. Only limited summary data is available for this year.$4.67$0.00$4.67$1.56$1.13$0.43
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $500k-$1M nonprofits