Civic Intelligence

Oregon Endocrine Educational Fund

990EZ • Fiscal year 2016 • EIN 93-1064943

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

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

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-6.2%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-28%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$92,448

Down $6,077 (-6.2%) from 2015

Net Assets

Down

$92,448

Down $6,077 (-6.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$35,302

Down $13,770 (-28%) from 2015

Expenses

Up

$41,379

Up $33 (+0.1%) from 2015

Net Income

Down

-$6,077

Down $13,803 (-179%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$92,448
Liabilities$0
Net Assets$92,448

Operations Trend

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

2016

Revenue$35,302
Expenses$41,379
Net Income-$6,077
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$35,302
Mission and Program Overview

Mission

Sponsored Endocrine Conference

Program Services

DescriptionGrantsExpenses
Sponsored Endocrine Conference in Ashland-$41,379
Compensation and Service Providers

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
2017-05-10
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 32,889Catering 2,561Miscellaneous 553Office Supplies 494Speaker Reimbursement 495

Raw XML Appendix132 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.

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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/BOYAmt098525
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt036992
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt03007
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sponsored Endocrine Conference in Ashland
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041379
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt041379
IRS990EZ/TotalProgramServiceExpensesAmt041379
IRS990EZ/TotalRevenueAmt035302
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0Portland
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0OR
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IRS990ScheduleA/MedicalResearchOrganizationInd0X
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/Filer/EIN0931064943
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ReturnHeader/FilingSecurityInformation/IPTm014:52:39
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ReturnHeader/PreparerPersonGrp/PhoneNum05037168311
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
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ReturnHeader/ReturnTs02017-05-12T14:51:18-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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