Civic Intelligence

Oregon Pers Retirees Inc

990EZ • Fiscal year 2016 • EIN 93-1060714

May 01, 2015 to Apr 30, 2016 • Filed on Jun 20, 2016

Organization ProfileN/A
PO Box 12945Salem, OR 97309

(503) 364-0145

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

3.8%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$176,715

Up $6,438 (+3.8%) from 2015

Net Assets

Up

$176,715

Up $6,438 (+3.8%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin70th percentile

Revenue

Up

$50,681

Up $7,733 (+18%) from 2015

Expenses

Up

$44,243

Up $24,107 (+120%) from 2015

Net Income

Down

$6,438

Down $16,374 (-72%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$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: $176,715Liabilities 2016: $0Net 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

2016

Assets$176,715
Liabilities$0
Net Assets$176,715
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$50,681
Expenses$44,243
Net Income$6,438
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Jun 20, 2016
Return Version
2015v2.0
Gross Receipts
$50,681
Mission and Program Overview

Mission

Publish educational newsletter for the members

Program Services

DescriptionGrantsExpenses
MAINTAIN MEMBERSHIP FILES AND PUBLISH QUARTERLY NEWSLETTER$44,236-
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB OLESONDirector-$0--
Russ GregoryDirector-$0--
Charles LuukinenDirector-$0--
Jay Osborne IIIPresident-$0--
GARY TIEDEMANDirector-$0--
MARK NELSONSecretary/Treas-$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
2016-06-20
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1012

“Insurance $2034”

Other Expenses.2

“Newsletter printing $5308”

Other Expenses.4

“OTHER MAILING COST $1000”

Other Expenses.5

“DUES AND FEES $679”

Other Expenses.6

“Charitable contribution $200”

Other Expenses.7

“MISC $7”

Raw XML Appendix120 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/BOYAmt0170277
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0176715
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06438
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025217
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0170277
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0176715
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt050681
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0604
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt050077
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0170277
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0176715
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0170277
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0176715
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/PersonNm5MARK NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary/Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09228
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLISH EDUCATIONAL NEWSLETTER FOR THE MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt09798
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN MEMBERSHIP FILES AND PUBLISH QUARTERLY NEWSLETTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044236
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044243
IRS990EZ/TotalProgramServiceExpensesAmt044236
IRS990EZ/TotalRevenueAmt050681
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEWSLETTER PRINTING $5308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER MAILING COST $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUES AND FEES $679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHARITABLE CONTRIBUTION $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISC $7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.7
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jay Osborne III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-20
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/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/PreparerPersonNm0David J Taylor
ReturnHeader/ReturnTs02016-06-20T14:02:09-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,715
Liabilities
$0
Net assets
$176,715
Revenue
$50,681
Expenses
$44,243
Net income
$6,438
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$0.00$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