Civic Intelligence

Oregon Endocrine Educational Fund

990EZ • Fiscal year 2015 • EIN 93-1064943

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 25, 2016

Organization ProfileN/A
3181 SW Sam Jackson Park RdPortland, OR 97201

(503) 494-7450

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

61st percentile

8.5%

Faster asset growth than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$98,525

Up $7,726 (+8.5%) from 2014

Net Assets

Up

$98,525

Up $7,726 (+8.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin72nd percentile

Revenue

Up

$49,072

Up $15,132 (+45%) from 2014

Expenses

Up

$41,346

Up $12,251 (+42%) from 2014

Net Income

Up

$7,726

Up $2,881 (+59%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$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

2015

Assets$98,525
Liabilities$0
Net Assets$98,525
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

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

2015

Revenue$49,072
Expenses$41,346
Net Income$7,726
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 25, 2016
Return Version
2015v2.1
Gross Receipts
$49,072
Mission and Program Overview

Mission

Sponsored Endocrine Conference

Program Services

DescriptionGrantsExpenses
Sponsored Endocrine Conference in Ashland-$41,346
Compensation and Service Providers
Top Officer Pay75th 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
2016-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Western Accounting & Tax Solutions
Address
11855 SW Ridgecrest Dr Ste 201, Beaverton, OR 97008
Preparer
Kerrick Jaquith
Phone
5037168311
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountHotel and Travel 32,885Catering 2,546Miscellaneous 510Office Supplies 94Speaker Gifts 1,578”

Raw XML Appendix125 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090799
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt098525
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IRS990EZ/ContributionsGiftsGrantsEtcAmt045058
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt090799
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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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/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt037613
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sponsored Endocrine Conference
IRS990EZ/PrintingPublicationsPostageAmt03083
IRS990EZ/ProgramServiceRevenueAmt04000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sponsored Endocrine Conference in Ashland
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041346
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041346
IRS990EZ/TotalProgramServiceExpensesAmt041346
IRS990EZ/TotalRevenueAmt049072
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0Portland
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0OR
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0OHSU Department of Medicine
IRS990ScheduleA/MedicalResearchOrganizationInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountHotel and Travel 32,885Catering 2,546Miscellaneous 510Office Supplies 94Speaker Gifts 1,578
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05034947450
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-25
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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/AddressLine1Txt011855 SW Ridgecrest Dr Ste 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097008
ReturnHeader/PreparerPersonGrp/PhoneNum05037168311
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kerrick Jaquith
ReturnHeader/ReturnTs02016-04-26T09:53:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,525
Liabilities
$0
Net assets
$98,525
Revenue
$49,072
Expenses
$41,346
Net income
$7,726
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