Civic Intelligence

Oba Education Foundation

990EZ • Fiscal year 2014 • EIN 93-0910219

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 05, 2015

Organization ProfileWWW.OREGONBANKERS.COM/FOUNDATION
PO Box 13429Salem, OR 97309

(503) 581-3522

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

97th percentile

81%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

97th percentile

365%

Faster asset growth than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$64,918

Up $50,951 (+365%) from 2013

Net Assets

Up

$64,368

Up $51,134 (+386%) from 2013

Liabilities

Down

$550

Down $183 (-25%) from 2013

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin97th percentile

Revenue

Up

$62,891

Up $10,101 (+19%) from 2013

Expenses

Down

$11,757

Down $40,726 (-78%) from 2013

Net Income

Up

$51,134

Up $50,827 (+16556%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $13,967Liabilities 2013: $733Net Assets 2013: $13,2342013Assets 2014: $64,918Liabilities 2014: $550Net Assets 2014: $64,3682014Assets 2015: $594,128Liabilities 2015: $80,000Net Assets 2015: $514,1282015Assets 2016: $793,589Liabilities 2016: $68,975Net Assets 2016: $724,6142016Assets 2017: $905,100Liabilities 2017: $44,032Net Assets 2017: $861,0682017Assets 2018: $854,726Liabilities 2018: $43,381Net Assets 2018: $811,3452018Assets 2019: $1,056,771Liabilities 2019: $69,924Net Assets 2019: $986,8472019Assets 2020: $1,227,787Liabilities 2020: $91,031Net Assets 2020: $1,136,7562020Assets 2021: $1,418,053Liabilities 2021: $56,067Net Assets 2021: $1,361,9862021Assets 2022: $1,252,728Liabilities 2022: $25,000Net Assets 2022: $1,227,7282022Assets 2023: $1,464,871Liabilities 2023: $105,218Net Assets 2023: $1,359,6532023Assets 2024: $1,600,095Liabilities 2024: $86,945Net Assets 2024: $1,513,1502024

Highlighted filing

2014

Assets$64,918
Liabilities$550
Net Assets$64,368
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $52,790Expenses 2013: $52,483Net Income 2013: $3072013Revenue 2014: $62,891Expenses 2014: $11,757Net Income 2014: $51,1342014Revenue 2015: $573,267Expenses 2015: $120,742Net Income 2015: $452,5252015Revenue 2016: $202,660Expenses 2016: $31,935Net Income 2016: $170,7252016Revenue 2017: $85,275Expenses 2017: $36,053Net Income 2017: $49,2222017Revenue 2018: $51,350Expenses 2018: $77,101Net Income 2018: -$25,7512018Revenue 2019: $54,812Expenses 2019: $58,518Net Income 2019: -$3,7062019Revenue 2020: $104,882Expenses 2020: $93,453Net Income 2020: $11,4292020Revenue 2021: $99,969Expenses 2021: $71,903Net Income 2021: $28,0662021Revenue 2022: $110,647Expenses 2022: $58,862Net Income 2022: $51,7852022Revenue 2023: $105,395Expenses 2023: $162,987Net Income 2023: -$57,5922023Revenue 2024: $99,264Expenses 2024: $94,088Net Income 2024: $5,1762024

Highlighted filing

2014

Revenue$62,891
Expenses$11,757
Net Income$51,134
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 5, 2015
Return Version
2014v5.0
Gross Receipts
$62,891
Mission and Program Overview

Mission

The OBA Education Foundation's overall mission is education. The Foundation seeks to explore and enhance educational opportunities for individuals in areas of banking, public and private finance, financial literacy, business, financial planning and other related subjects.

Program Services

DescriptionGrantsExpenses
The OBA Education Foundation is committed to enhancing the future of the banking industry and the community. Contributions to the OBA Education Foundation will help support the following initiatives:EverFi - Financial Education Through Technology Oregon University Partnerships Banking Industry Internship and Scholarship Programs Financial Beginnings Financial Education Resource Guide Get Smart About Credit Day and Teach Children to Save Day Oregon Jump$tart Coalition$5,000-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD E BROWNChairman-$0--
E GEORGE KOFFLERVice Chair-$0--
STUART B ALLENSecretary/Treas-$0--
BRUCE G BRYANTDirector-$0--
DANIEL J HEMPYDirector-$0--
CHRIS KARLINDirector-$0--
LINDA W NAVARRODirector-$0--
DEBRA J RINGOLDDirector-$0--
MARK STEVENSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oba Education Foundation
EIN
93-0910219
Phone
5035813522
Address
PO BOX 13429, SALEM, OR 97309

Signing Officer

Name
Linda W Navarro
Title
Director
Signed
2015-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Michelle a Pecora CPA Pc
Address
537 HIGH STREET SE, SALEM, OR 97301-3618
Preparer
Michelle A Pecora CPA
Phone
5037791902
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $900”

Other Expenses.1

“FUNDRAISING EVENTS $2073”

Other Expenses.3

“SUPPLIES $558”

Other Expenses.4

“BOARD EXPENSES $259”

Other Expenses.5

“LICENSES AND FEES $186”

Other Expenses.6

“BANK CHARGES $185”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $733 Accounts Payable and Accrued Expenses - Ending $550”

Raw XML Appendix170 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/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICHARD E BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1E GEORGE KOFFLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STUART B ALLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRUCE G BRYANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIEL J HEMPY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRIS KARLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LINDA W NAVARRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEBRA J RINGOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARK STEVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04161
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrintingPublicationsPostageAmt01053
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0733
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IRS990EZ/TotalExpensesAmt011757
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt062763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt052750
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EVENTS $2073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $558
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD EXPENSES $259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSES AND FEES $186
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES $185
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA W NAVARRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OBA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OBAE
ReturnHeader/Filer/EIN0930910219
ReturnHeader/Filer/PhoneNum05035813522
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13429
ReturnHeader/Filer/USAddress/CityNm0SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097309
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0537 HIGH STREET SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0973013618
ReturnHeader/PreparerPersonGrp/PhoneNum05037791902
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle A Pecora CPA
ReturnHeader/ReturnTs02015-08-05T10:57:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,918
Liabilities
$550
Net assets
$64,368
Revenue
$62,891
Expenses
$11,757
Net income
$51,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.09$1.51$0.10$0.09$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.11$1.36$0.11$0.16$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.03$1.23$0.11$0.06$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.06$1.36$0.10$0.07$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.09$1.14$0.10$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.07$0.99$0.05$0.06$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.04$0.81$0.05$0.08$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.04$0.86$0.09$0.04$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.07$0.72$0.20$0.03$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.08$0.51$0.57$0.12$0.45
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.06$0.01$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.05$0.05$0.00