Civic Intelligence

Oregon Society of Enrolled Agents

EIN 93-0953255 • Roseburg, OR

631 SE Rose StRoseburg, OR 97470
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2013

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2013

Net Margin

41st percentile

-2.8%

Higher net margin than 41% of similar nonprofits.

<$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

60th percentile

2.0%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

78th percentile

32%

Faster revenue growth than 78% of similar nonprofits.

<$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$43,037

Up $863 (+2.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Net Assets

$43,037

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin41st percentile

Revenue

Up

$45,146

Up $11,013 (+32%) from 2012

Expenses

Up

$46,414

Up $16,740 (+56%) from 2012

Net Income

Down

-$1,268

Down $5,727 (-128%) from 2012

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$60K$40K$20K$0Assets 2011: $37,715Liabilities 2011: $02011Assets 2012: $42,174Liabilities 2012: $02012Assets 2013: $43,037Liabilities 2013: $0Net Assets 2013: $43,0372013

Highlighted filing

2013

Assets$43,037
Liabilities$0
Net Assets$43,037
Open 2013 Filing

Operations Trend

Revenue Growth78th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $33,470Expenses 2011: $30,291Net Income 2011: $3,1792011Revenue 2012: $34,133Expenses 2012: $29,674Net Income 2012: $4,4592012Revenue 2013: $45,146Expenses 2013: $46,414Net Income 2013: -$1,2682013

Highlighted filing

2013

Revenue$45,146
Expenses$46,414
Net Income-$1,268
Open 2013 Filing

Filings

Most recent year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$43,037
Liabilities
$0
Net assets
$43,037
Revenue
$45,146
Expenses
$46,414
Net income
-$1,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.0$0.00$43.0$45.1$46.4$1.27
2012Summary only. Only limited summary data is available for this year.$42.2$0.00$34.1$29.7$4.46
2011Summary only. Only limited summary data is available for this year.$37.7$0.00$33.5$30.3$3.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 7, 2014
Return Version
2012v2.1
Filing and Contact Details

Filer

EIN
93-0953255
Raw XML Appendix122 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY042174
IRS990EZ/CashSavingsAndInvestments/EOY043037
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-1268
IRS990EZ/FiledScheduleA0false
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts045146
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InvestmentIncome056
IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues011130
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY042174
IRS990EZ/NetAssetsOrFundBalancesBOY042174
IRS990EZ/NetAssetsOrFundBalances/EOY043037
IRS990EZ/NetAssetsOrFundBalancesEOY043037
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition22.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition42.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Daniel Stearns
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Marie Linders
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Jeff Linders
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Ira Rosenberg
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Kirkwood Donavin
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Treaurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Past President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Vice President
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets02131
IRS990EZ/OtherExpensesTotal046414
IRS990EZ/OtherRevenueTotal0395
IRS990EZ/PrimaryExemptPurpose0Advocate for and Educate Enrolled Agents
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Provided Continuing Professional Education at a Conference and other events
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1Provided support for and assistance to enrolled Agents
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom2Advocated for Enrolled Agents with the State Government
IRS990EZ/ProgramServiceRevenue033565
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10181 N Grant St STE 202
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Canby
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode097013
IRS990EZ/TheBooksAreInCareOf/NamePerson0Daniel Stearns
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05414858581
IRS990EZ/TotalAssets/BOY042174
IRS990EZ/TotalAssets/EOY043037
IRS990EZ/TotalExpenses046414
IRS990EZ/TotalRevenue045146
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0wwworseaorg
IRS990ScheduleO/GeneralExplanation/Explanation0Description Amount Special Projects 310 Capitol Misc 25 Promotional Items 60
IRS990ScheduleO/GeneralExplanation/Explanation1Description Amount Annual Report 50 Bank Charges and Merchant Fees 755 Board Meetings 4,719 Comittee Expenses 929 Member Benefits 2,507 Misc conference expense 2,495 NAEA SPEX 3,641 Officers 109 Scholarship 3,500 Speakers 7,064 NAEA Leadership 250 Supplies 421 Uncategorized 100 Venue 10,759 Capitol Chapter Expenses 7,136 MAC Chapter Expenses 200 Southern Oregon 1,779
IRS990ScheduleO/GeneralExplanation/Explanation2Description Amount Correction of Balance sheet discrep 2,131
IRS990ScheduleO/GeneralExplanation/Identifier0O01
IRS990ScheduleO/GeneralExplanation/Identifier1O02
IRS990ScheduleO/GeneralExplanation/Identifier2O03
IRS990ScheduleO/GeneralExplanation/ReturnReference0Description of other revenue Part I line 8
IRS990ScheduleO/GeneralExplanation/ReturnReference1Description of other expenses Part I line 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0930953255
ReturnHeader/Filer/Name/BusinessNameLine10Oregon Society of Enrolled Agents
ReturnHeader/Filer/NameControl0OREG
ReturnHeader/Filer/USAddress/AddressLine10631 SE Rose St
ReturnHeader/Filer/USAddress/City0Roseburg
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097470
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02014-02-07
ReturnHeader/Officer/Name0Daniel Stearns
ReturnHeader/Officer/Phone05414858581
ReturnHeader/Officer/Title0Treaurer
ReturnHeader/Preparer/DatePrepared02014-02-07
ReturnHeader/PreparerFirm/EIN0612099960
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Daniel O Stearns
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10181 N Grant St Ste 202
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Canby
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode097013
ReturnHeader/Preparer/Name0Daniel Stearns
ReturnHeader/Preparer/Phone05034281591
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-02-07T11:14:55-08:00

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