Civic Intelligence

Oregon Endocrine Educational Fund

990EZ • Fiscal year 2017 • EIN 93-1064943

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

29th percentile

-5.7%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.1%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

-2.2%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$90,496

Down $1,952 (-2.1%) from 2016

Net Assets

Down

$90,496

Down $1,952 (-2.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin29th percentile

Revenue

Down

$34,510

Down $792 (-2.2%) from 2016

Expenses

Down

$36,462

Down $4,917 (-12%) from 2016

Net Income

Up

-$1,952

Up $4,125 (+68%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2017

Assets$90,496
Liabilities$0
Net Assets$90,496
Open 2017 Filing

Operations Trend

Revenue Growth44th 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

2017

Revenue$34,510
Expenses$36,462
Net Income-$1,952
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$34,510
Mission and Program Overview

Mission

Sponsored Endocrine Conference

Program Services

DescriptionGrantsExpenses
Sponsored Endocrine Conference in Ashland--
Compensation and Service Providers
Top Officer Pay76th 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
2018-05-15
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 17,799Entertainment 10,735Miscellaneous 260Gifts 80Refunds 225Office Supplies 61Fees 1,969”

Raw XML Appendix124 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/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092448
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092448
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robert Klein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathryn Schuff
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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/OtherExpensesTotalAmt031129
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Sponsored Endocrine Conference
IRS990EZ/PrintingPublicationsPostageAmt04988
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sponsored Endocrine Conference in Ashland
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036462
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt034510
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0Portland
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0OR
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0OHSU Department of Medicine
IRS990ScheduleA/MedicalResearchOrganizationInd0X
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ReturnHeader/Filer/EIN0931064943
ReturnHeader/Filer/USAddress/AddressLine1Txt03181 SW Sam Jackson Park Rd
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.9.144.30
ReturnHeader/FilingSecurityInformation/IPDt02018-05-22
ReturnHeader/FilingSecurityInformation/IPTm018:41:37
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/PreparationDt02018-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kerrick Jaquith
ReturnHeader/ReturnTs02018-05-22T18:40:54-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$90,496
Liabilities
$0
Net assets
$90,496
Revenue
$34,510
Expenses
$36,462
Net income
-$1,952
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