Civic Intelligence

The Research & Education Group

990EZ • Fiscal year 2014 • EIN 93-0983675

May 01, 2013 to Apr 30, 2014 • Filed on Mar 03, 2015

PO Box 19359Portland, OR 97280

(503) 229-8428

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

75th percentile

0.05x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

3rd percentile

-198%

Higher net margin than 3% 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

4th percentile

-77%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

8th percentile

-52%

Faster revenue growth than 8% of similar nonprofits.

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

Assets

Down

$71,819

Down $244,567 (-77%) from 2013

Net Assets

Down

$67,978

Down $163,474 (-71%) from 2013

Liabilities

Down

$3,841

Down $81,093 (-95%) from 2013

Revenue

Down

$82,555

Down $88,732 (-52%) from 2013

Expenses

Down

$246,029

Down $3,096 (-1.2%) from 2013

Net Income

Down

-$163,474

Down $85,636 (-110%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $554,970Liabilities 2011: $36,578Net Assets 2011: $518,3922011Assets 2012: $373,672Liabilities 2012: $64,269Net Assets 2012: $309,4032012Assets 2013: $316,386Liabilities 2013: $84,934Net Assets 2013: $231,4522013Assets 2014: $71,819Liabilities 2014: $3,841Net Assets 2014: $67,9782014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015

Highlighted filing

2014

Assets$71,819
Liabilities$3,841
Net Assets$67,978

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $523,0562011Expenses 2012: $433,4382012Revenue 2013: $171,287Expenses 2013: $249,125Net Income 2013: -$77,8382013Revenue 2014: $82,555Expenses 2014: $246,029Net Income 2014: -$163,4742014Revenue 2015: $41,233Expenses 2015: $109,211Net Income 2015: -$67,9782015

Highlighted filing

2014

Revenue$82,555
Expenses$246,029
Net Income-$163,474
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Mar 3, 2015
Return Version
2013v4.0
Gross Receipts
$82,555
Mission and Program Overview

Mission

Research/education related to hiv/aids

Program Services

DescriptionGrantsExpenses
PHARMACEUTICAL STUDIES: CONDUCTED CLINICAL TRIALS AND STUDIES OF EXPERIMENTAL MEDICATIONS AND TREATMENTS AND DETERMINED THEIR EFFECTIVENESS OR POTENTIAL SIDE EFFECTS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS T WARD MDChair-$0--
KAREN BERRYTreasurer-$0--
DIANA ANTONISKAS MDPhysician Investigator-$0--
DOUGLAS BEERS MDPhysician Investigator-$0--
MICHAEL MCVEIGHMember-$0--
MELISSA MURPHY MDMember-$0--
Filing and Contact Details

Filer

EIN
93-0983675
Phone
5032298428

Signing Officer

Name
Thomas Ward Md
Title
Board Chair
Phone
5032298428
Signed
2015-03-03
Discuss with paid preparer
Yes

Preparer

Preparer
Sang Ahn
Phone
5032270581
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 110.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 201.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: taxes and fees. Amount: 5,317. Description: office supplies and expenses. Amount: 25,639. Description: contribution to portland va research foundation. Amount: 100,000. Total to form 990-ez, line 16: 130,956.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 3,587. End of year amount: 3,587.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 79,681. End of year amount: 3,216. Description: accrued expenses. Beg. Of year amount: 1,898. End of year amount: 625. Description: other liabilities. Beg. Of year amount: 3,356. End of year amount: 0.

Raw XML Appendix185 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/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PHYSICIAN INVESTIGATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PHYSICIAN INVESTIGATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03587
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03587
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0130956
IRS990EZ/OtherRevenueTotalAmt0201
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/PrintingPublicationsPostageAmt01033
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/WebsiteAddressTxt0WWW.REG.ORG
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0373804
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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/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 201.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TAXES AND FEES. AMOUNT: 5,317. DESCRIPTION: OFFICE SUPPLIES AND EXPENSES. AMOUNT: 25,639. DESCRIPTION: CONTRIBUTION TO PORTLAND VA RESEARCH FOUNDATION. AMOUNT: 100,000. TOTAL TO FORM 990-EZ, LINE 16: 130,956.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 3,587. END OF YEAR AMOUNT: 3,587.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 79,681. END OF YEAR AMOUNT: 3,216. DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 1,898. END OF YEAR AMOUNT: 625. DESCRIPTION: OTHER LIABILITIES. BEG. OF YEAR AMOUNT: 3,356. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS WARD MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05032298428
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE RESEARCH & EDUCATION GROUP
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0930983675
ReturnHeader/Filer/PhoneNum05032298428
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 19359
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097280
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930900579
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MCDONALD JACOBS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10520 SW YAMHILL ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097204
ReturnHeader/PreparerPersonGrp/PhoneNum05032270581
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANG AHN
ReturnHeader/ReturnTs02015-03-16T10:53:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30
ReturnHeader/TaxYr02013

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