Civic Intelligence

Oregon Endocrine Educational Fund

EIN 93-1064943 • 501(c)3 • Portland, OR

Profile

Sponsored Endocrine Conference

3181 SW Sam Jackson Park RdPortland, OR 97201

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

11th percentile

-70%

Higher net margin than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-67%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $79,921 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $79,921 (-100%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin11th percentile

Revenue

Down

$10,506

Down $21,688 (-67%) from 2019

Expenses

Down

$17,905

Down $14,066 (-44%) from 2019

Net Income

Down

-$7,399

Down $7,622 (-3418%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$100K$50K$0Assets 2011: $73,964Liabilities 2011: $02011Assets 2012: $78,501Liabilities 2012: $02012Assets 2013: $85,954Liabilities 2013: $0Net Assets 2013: $85,9542013Assets 2014: $90,799Liabilities 2014: $0Net Assets 2014: $90,7992014Assets 2015: $98,525Liabilities 2015: $0Net Assets 2015: $98,5252015Assets 2016: $92,448Liabilities 2016: $0Net Assets 2016: $92,4482016Assets 2017: $90,496Liabilities 2017: $0Net Assets 2017: $90,4962017Assets 2018: $79,698Liabilities 2018: $0Net Assets 2018: $79,6982018Assets 2019: $79,921Liabilities 2019: $0Net Assets 2019: $79,9212019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $61,453Expenses 2011: $54,917Net Income 2011: $6,5362011Revenue 2012: $57,237Expenses 2012: $52,827Net Income 2012: $4,4102012Revenue 2013: $33,040Expenses 2013: $25,587Net Income 2013: $7,4532013Revenue 2014: $33,940Expenses 2014: $29,095Net Income 2014: $4,8452014Revenue 2015: $49,072Expenses 2015: $41,346Net Income 2015: $7,7262015Revenue 2016: $35,302Expenses 2016: $41,379Net Income 2016: -$6,0772016Revenue 2017: $34,510Expenses 2017: $36,462Net Income 2017: -$1,9522017Revenue 2018: $35,186Expenses 2018: $45,984Net Income 2018: -$10,7982018Revenue 2019: $32,194Expenses 2019: $31,971Net Income 2019: $2232019Revenue 2020: $10,506Expenses 2020: $17,905Net Income 2020: -$7,3992020

Highlighted filing

2020

Revenue$10,506
Expenses$17,905
Net Income-$7,399
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$10,506
Expenses
$17,905
Net income
-$7,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$10.5$17.9$7.40
2019Detailed filing. Detailed filing data is available for this year.$79.9$0.00$79.9$32.2$32.0$0.22
2018Detailed filing. Detailed filing data is available for this year.$79.7$0.00$79.7$35.2$46.0$10.8
2017Detailed filing. Detailed filing data is available for this year.$90.5$0.00$90.5$34.5$36.5$1.95
2016Detailed filing. Detailed filing data is available for this year.$92.4$0.00$92.4$35.3$41.4$6.08
2015Detailed filing. Detailed filing data is available for this year.$98.5$0.00$98.5$49.1$41.3$7.73
2014Detailed filing. Detailed filing data is available for this year.$90.8$0.00$90.8$33.9$29.1$4.85
2013Detailed filing. Detailed filing data is available for this year.$86.0$0.00$86.0$33.0$25.6$7.45
2012Summary only. Only limited summary data is available for this year.$78.5$0.00$57.2$52.8$4.41
2011Summary only. Only limited summary data is available for this year.$74.0$0.00$61.5$54.9$6.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.1
Gross Receipts
$10,506
Mission and Program Overview

Mission

Sponsored Endocrine Conference

Program Services

DescriptionGrantsExpenses
Sponsored Endocrine Conference in Ashland-$17,905
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert KleinTrustee-$0--
Kathryn SchuffTrustee-$0--
May SamuelsTrustee-$0--
Jonathan PurnellTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Oregon Endocrine Educational Fund
EIN
93-1064943
Address
3181 SW Sam Jackson Park Rd, Portland, OR 97201

Signing Officer

Name
Robert Klein
Title
Trustee
Phone
5034947450
Signed
2021-05-15
Discuss with paid preparer
No

Preparer

Firm
Western Accounting & Tax Solutions
Address
6700 SW 105th Ave Suite 317, Beaverton, OR 97008
Preparer
Kerrick Jaquith
Phone
5037168311
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountHotel and Travel 2,461Entertainment 1,160Office Supplies 75Refunds 10,050”

Other changes in net assets or fund balances Part I line 20

“Description AmountDonation to OHSU Foundation (72,522)”

Raw XML Appendix151 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05034947450
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03181 SW Sam Jackson Park Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079921
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IRS990EZ/ExcessOrDeficitForYearAmt0-7399
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0385
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IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt079921
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt079921
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt079921
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Klein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathryn Schuff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2May Samuels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jonathan Purnell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-72522
IRS990EZ/OtherExpensesTotalAmt013746
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sponsored Endocrine Conference
IRS990EZ/PrintingPublicationsPostageAmt03774
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sponsored Endocrine Conference in Ashland
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017905
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017905
IRS990EZ/TotalProgramServiceExpensesAmt017905
IRS990EZ/TotalRevenueAmt010506
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0Portland
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0OR
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0OHSU Department of Medicine
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash Donation
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-09-23
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0237083114
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt072522
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501c3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash Value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0OHSU Foundation
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01121 SW Salmon Street Suite 100
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Portland
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0OR
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IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountHotel and Travel 2,461Entertainment 1,160Office Supplies 75Refunds 10,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDonation to OHSU Foundation (72,522)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05034947450
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
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ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0931064943
ReturnHeader/Filer/USAddress/AddressLine1Txt03181 SW Sam Jackson Park Rd
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262836257
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06700 SW 105th Ave Suite 317
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097008
ReturnHeader/PreparerPersonGrp/PhoneNum05037168311
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kerrick Jaquith
ReturnHeader/ReturnTs02021-07-07T11:56:41-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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