Civic Intelligence

Oregon Pers Retirees Inc

EIN 93-1060714 • 501(c)4 • Salem, OR

Profile

Publish educational newsletter for the members

PO Box 12945Salem, OR 97309

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

51st percentile

1.9%

Higher net margin than 51% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

0.1%

Faster asset growth than 55% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

-7.7%

Faster revenue growth than 41% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$162,469

Up $140 (+0.1%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$162,469

Up $140 (+0.1%) from 2021

Operations
Liabilities / Revenue61st percentileNet Margin51st percentile

Revenue

Down

$46,053

Down $3,845 (-7.7%) from 2021

Expenses

Down

$45,190

Down $1,903 (-4.0%) from 2021

Net Income

Down

$863

Down $1,942 (-69%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$200K$150K$100K$50K$0Assets 2012: $158,838Net Assets 2012: $158,8382012Assets 2013: $138,669Net Assets 2013: $138,6692013Assets 2014: $147,465Net Assets 2014: $147,4652014Assets 2015: $170,277Net Assets 2015: $170,2772015Assets 2016: $176,715Net Assets 2016: $176,7152016Assets 2017: $191,405Net Assets 2017: $191,4052017Assets 2018: $188,657Net Assets 2018: $188,6572018Assets 2019: $172,930Net Assets 2019: $172,9302019Assets 2020: $159,524Net Assets 2020: $159,5242020Assets 2021: $162,329Net Assets 2021: $162,3292021Assets 2022: $162,469Liabilities 2022: $0Net Assets 2022: $162,4692022

Highlighted filing

2022

Assets$162,469
Liabilities$0
Net Assets$162,469
Open 2022 Filing

Operations Trend

Revenue Growth41st percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $43,442Expenses 2012: $33,226Net Income 2012: $10,2162012Revenue 2013: $11,481Expenses 2013: $31,650Net Income 2013: -$20,1692013Revenue 2014: $28,231Expenses 2014: $19,435Net Income 2014: $8,7962014Revenue 2015: $42,948Expenses 2015: $20,136Net Income 2015: $22,8122015Revenue 2016: $50,681Expenses 2016: $44,243Net Income 2016: $6,4382016Revenue 2017: $55,344Expenses 2017: $40,654Net Income 2017: $14,6902017Revenue 2018: $26,525Expenses 2018: $29,273Net Income 2018: -$2,7482018Revenue 2019: $18,627Expenses 2019: $34,354Net Income 2019: -$15,7272019Revenue 2020: $15,713Expenses 2020: $29,119Net Income 2020: -$13,4062020Revenue 2021: $49,898Expenses 2021: $47,093Net Income 2021: $2,8052021Revenue 2022: $46,053Expenses 2022: $45,190Net Income 2022: $8632022

Highlighted filing

2022

Revenue$46,053
Expenses$45,190
Net Income$863
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$162,469
Liabilities
$0
Net assets
$162,469
Revenue
$46,053
Expenses
$45,190
Net income
$863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.46$0.45$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$1.62$0.50$0.47$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$1.60$0.16$0.29$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$1.73$0.19$0.34$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.89$1.89$0.27$0.29$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.91$1.91$0.55$0.41$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.77$1.77$0.51$0.44$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.70$1.70$0.43$0.20$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.47$1.47$0.28$0.19$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$1.39$0.11$0.32$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$1.59$0.43$0.33$0.10
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Jun 18, 2018
Return Version
2017v2.2
Gross Receipts
$26,525
Mission and Program Overview

Mission

Publish educational newsletter for the members

Program Services

DescriptionGrantsExpenses
MAINTAIN MEMBERSHIP FILES AND PUBLISH QUARTERLY NEWSLETTER$29,273-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bob OlesonDirector-$0--
Russ GregoryDirector-$0--
Charles LuukinenDirector-$0--
Jay Osborne IIIPresident-$0--
Gary TiedemanDirector-$0--
James L WilsonSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Oregon PERS Retirees Inc
EIN
93-1060714
Phone
5033640145
Address
PO Box 12945, Salem, OR 97309

Signing Officer

Name
Jay Osborne III
Title
President
Signed
2018-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Taylor & Corder LLC
Address
4850 SW Scholls Ferry Rd Suite 200, Portland, OR 97225
Preparer
Pamela Rhiannon Corder
Phone
5032976303
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $57”

Other Expenses.1012

“Insurance $1354”

Other Expenses.3

“DUES AND FEES $261”

Other Expenses.4

“Other mailing expense $225”

Raw XML Appendix118 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jay Osborne
IRS990EZ/BooksInCareOfDetail/PhoneNum05033640145
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 5803
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0191405
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0188657
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2748
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt026470
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0191405
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0188657
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt026525
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01480
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt025045
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0191405
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0188657
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0191405
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0188657
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bob Oleson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Russ Gregory
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Charles Luukinen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jay Osborne III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gary Tiedeman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5James L Wilson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary/Tr
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01897
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLISH EDUCATIONAL NEWSLETTER FOR THE MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt0906
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN MEMBERSHIP FILES AND PUBLISH QUARTERLY NEWSLETTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029273
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029273
IRS990EZ/TotalProgramServiceExpensesAmt029273
IRS990EZ/TotalRevenueAmt026525
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $57
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES AND FEES $261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER MAILING EXPENSE $225
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jay Osborne III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oregon PERS Retirees Inc
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0931060714
ReturnHeader/Filer/PhoneNum05033640145
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 12945
ReturnHeader/Filer/USAddress/CityNm0Salem
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097309
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364822378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Taylor & Corder LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04850 SW Scholls Ferry Rd Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097225
ReturnHeader/PreparerPersonGrp/PhoneNum05032976303
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela Rhiannon Corder
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-06-19T12:46:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits