Civic Intelligence

Oregon Pers Retirees Inc

990EZ • Fiscal year 2017 • EIN 93-1060714

May 01, 2016 to Apr 30, 2017 • Filed on Jul 08, 2017

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.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

85th percentile

27%

Higher net margin than 85% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

65th percentile

8.3%

Faster asset growth than 65% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

9.2%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$191,405

Up $14,690 (+8.3%) from 2016

Net Assets

Up

$191,405

Up $14,690 (+8.3%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin85th percentile

Revenue

Up

$55,344

Up $4,663 (+9.2%) from 2016

Expenses

Down

$40,654

Down $3,589 (-8.1%) from 2016

Net Income

Up

$14,690

Up $8,252 (+128%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th 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: $176,715Net Assets 2016: $176,7152016Assets 2017: $191,405Liabilities 2017: $0Net 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

2017

Assets$191,405
Liabilities$0
Net Assets$191,405
Open 2017 Filing

Operations Trend

Revenue Growth69th 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

2017

Revenue$55,344
Expenses$40,654
Net Income$14,690
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Jul 8, 2017
Return Version
2016v3.0
Gross Receipts
$55,344
Mission and Program Overview

Mission

Publish educational newsletter for the members

Program Services

DescriptionGrantsExpenses
MAINTAIN MEMBERSHIP FILES AND PUBLISH QUARTERLY NEWSLETTER$40,654-
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bob OlesonDirector-$0--
Russ GregoryDirector-$0--
Charles LuukinenDirector-$0--
Jay Osborne IIIPresident-$0--
Gary TiedemanDirector-$0--
Mark NelsonSecretary/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
2017-07-08
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.1012

“Insurance $2034”

Other Expenses.1

“Newsletter printing $7147”

Other Expenses.4

“DUES AND FEES $404”

Other Expenses.5

“Travel, meeting expense $159”

Raw XML Appendix116 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/BOYAmt0176715
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0191405
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014690
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025868
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0176715
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0191405
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt055344
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0673
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt054671
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0176715
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0191405
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0176715
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0191405
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/Tr
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09744
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLISH EDUCATIONAL NEWSLETTER FOR THE MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt05042
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN MEMBERSHIP FILES AND PUBLISH QUARTERLY NEWSLETTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040654
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040654
IRS990EZ/TotalProgramServiceExpensesAmt040654
IRS990EZ/TotalRevenueAmt055344
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $2034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEWSLETTER PRINTING $7147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES AND FEES $404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRAVEL, MEETING EXPENSE $159
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.5
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jay Osborne III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-08
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/PreparerPersonNm0Pamela Rhiannon Corder
ReturnHeader/ReturnTs02017-07-10T12:01:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$191,405
Liabilities
$0
Net assets
$191,405
Revenue
$55,344
Expenses
$40,654
Net income
$14,690
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$0.00$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits