Civic Intelligence

Oregon Pers Retirees Inc

990EZ • Fiscal year 2019 • EIN 93-1060714

May 01, 2018 to Apr 30, 2019 • Filed on May 20, 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.00x

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

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

5th percentile

-84%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

28th percentile

-8.3%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-30%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$172,930

Down $15,727 (-8.3%) from 2018

Net Assets

Down

$172,930

Down $15,727 (-8.3%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin5th percentile

Revenue

Down

$18,627

Down $7,898 (-30%) from 2018

Expenses

Up

$34,354

Up $5,081 (+17%) from 2018

Net Income

Down

-$15,727

Down $12,979 (-472%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th 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: $191,405Net Assets 2017: $191,4052017Assets 2018: $188,657Net Assets 2018: $188,6572018Assets 2019: $172,930Liabilities 2019: $0Net 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

2019

Assets$172,930
Liabilities$0
Net Assets$172,930
Open 2019 Filing

Operations Trend

Revenue Growth14th 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

2019

Revenue$18,627
Expenses$34,354
Net Income-$15,727
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
May 20, 2019
Return Version
2018v3.1
Gross Receipts
$18,627
Mission and Program Overview

Mission

Publish educational newsletter for the members

Program Services

DescriptionGrantsExpenses
MAINTAIN MEMBERSHIP FILES AND PUBLISH QUARTERLY NEWSLETTER$34,354-
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--
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
2019-05-20
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

“Office Expenses $26”

Other Expenses.1012

“Insurance $1354”

Other Expenses.2

“DUES AND FEES $286”

Raw XML Appendix115 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/BOYAmt0188657
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0172930
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15727
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt031995
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0188657
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0172930
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt018627
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01392
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt017235
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0188657
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0172930
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0188657
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0172930
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/OtherExpensesTotalAmt01666
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLISH EDUCATIONAL NEWSLETTER FOR THE MEMBERS
IRS990EZ/PrintingPublicationsPostageAmt0693
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN MEMBERSHIP FILES AND PUBLISH QUARTERLY NEWSLETTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt034354
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034354
IRS990EZ/TotalProgramServiceExpensesAmt034354
IRS990EZ/TotalRevenueAmt018627
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $26
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES AND FEES $286
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jay Osborne III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-20
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/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/PreparerPersonNm0Barbara J Seiter
ReturnHeader/ReturnTs02019-05-20T12:00:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,930
Liabilities
$0
Net assets
$172,930
Revenue
$18,627
Expenses
$34,354
Net income
-$15,727
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
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$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