Civic Intelligence

Ospirg Foundation Inc.

990 • Fiscal year 2018 • EIN 93-1150763

Jul 01, 2017 to Jun 30, 2018 • Filed on May 07, 2019

1536 SE 11th AvePortland, OR 97214

(503) 231-4181

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$232,636

Up $111,535 (+92%) from 2017

Net Assets

Up

$61,519

Up $29,999 (+95%) from 2017

Liabilities

Up

$171,117

Up $81,536 (+91%) from 2017

Revenue And Expenses

Revenue

Up

$131,035

Up $48,176 (+58%) from 2017

Expenses

Down

$101,036

Down $49,887 (-33%) from 2017

Net Income

Up

$29,999

Up $98,063 (+144%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $268,350Liabilities 2011: $41,423Net Assets 2011: $226,9272011Assets 2012: $477,660Liabilities 2012: $159,559Net Assets 2012: $318,1012012Assets 2013: $417,908Liabilities 2013: $236,057Net Assets 2013: $181,8512013Assets 2014: $260,681Liabilities 2014: $165,877Net Assets 2014: $94,8042014Assets 2015: $373,888Liabilities 2015: $224,268Net Assets 2015: $149,6202015Assets 2016: $266,520Liabilities 2016: $166,936Net Assets 2016: $99,5842016Assets 2017: $121,101Liabilities 2017: $89,581Net Assets 2017: $31,5202017Assets 2018: $232,636Liabilities 2018: $158,115Net Assets 2018: $74,5212018Assets 2018: $232,636Liabilities 2018: $171,117Net Assets 2018: $61,5192018Assets 2019: $150,818Liabilities 2019: $96,866Net Assets 2019: $53,9522019Assets 2020: $168,231Liabilities 2020: $59,631Net Assets 2020: $108,6002020Assets 2021: $197,695Liabilities 2021: $20,810Net Assets 2021: $176,8852021Assets 2022: $275,770Liabilities 2022: $64,932Net Assets 2022: $210,8382022Assets 2023: $314,251Liabilities 2023: $7,978Net Assets 2023: $306,2732023Assets 2024: $389,668Liabilities 2024: $57,161Net Assets 2024: $332,5072024

Highlighted filing

2018

Assets$232,636
Liabilities$171,117
Net Assets$61,519

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $142,1662011Expenses 2012: $293,5952012Expenses 2013: $416,2352013Revenue 2014: $317,535Expenses 2014: $404,582Net Income 2014: -$87,0472014Revenue 2015: $294,221Expenses 2015: $239,405Net Income 2015: $54,8162015Revenue 2016: $254,166Expenses 2016: $304,202Net Income 2016: -$50,0362016Revenue 2017: $82,859Expenses 2017: $150,923Net Income 2017: -$68,0642017Revenue 2018: $144,035Expenses 2018: $101,034Net Income 2018: $43,0012018Revenue 2018: $131,035Expenses 2018: $101,036Net Income 2018: $29,9992018Revenue 2019: $79,916Expenses 2019: $100,485Net Income 2019: -$20,5692019Revenue 2020: $145,815Expenses 2020: $91,167Net Income 2020: $54,6482020Revenue 2021: $100,491Expenses 2021: $39,556Net Income 2021: $60,9352021Revenue 2022: $111,184Expenses 2022: $70,795Net Income 2022: $40,3892022Revenue 2023: $111,366Expenses 2023: $27,946Net Income 2023: $83,4202023Revenue 2024: $81,514Expenses 2024: $73,197Net Income 2024: $8,3172024

Highlighted filing

2018

Revenue$131,035
Expenses$101,036
Net Income$29,999
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 7, 2019
Return Version
2017v2.3
Gross Receipts
$131,035
Mission and Program Overview

Mission

With public debate around important issues often dominated by special interests pursuing their own narrow agendas, ospirg foundation offers an independent voice that works on behalf of the public interest. Cont'd sch o ospirg foundation, a 501(c)(3) organization, works to protect consumers and promote good government. We investigate problems, craft solutions, educate the public, and offer oregonians meaningful opportunities for civic participation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$108,387$185,199▲ $76,812
Pledges and Grants Receivable$8,979$27,417▲ $18,438
Accounts Receivable$3,552$20,020▲ $16,468
Land, Buildings, and Equipment, Net$183--
Total Assets$121,101$232,636▲ $111,535
Liabilities
Grants Payable$35,257$94,252▲ $58,995
Accounts Payable and Accrued Expenses$54,324$76,865▲ $22,541
Total Liabilities$89,581$171,117▲ $81,536
Net Assets / Fund Balance
Temporarily Rstr Net Assets$50,398$80,409▲ $30,011
Unrestricted Net Assets$-18,878$-18,890▼ $12
Total Net Assets Fund Balance$31,520$61,519▲ $29,999
Total Liabilities and Net Assets / Fund Balance$121,101$232,636▲ $111,535

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,627$1,627
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charlie FisherState DirectPT$2,586$129$2,715

Board Members and Trustees

NameTitle
Laura EthertonChair/adv.
Alyssa BernardAdministrato
Julie TitusSecretary
Carla MusumeciTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$130,688
Program Service Revenue
$0
Investment Income
$347
Other Revenue
$0
All Other Contributions
$130,688
Change in Net Assets
$29,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,031
Salaries, Compensation, and Employee Benefits$34,507
Total Fundraising Expense$8,991
Grants and Similar Amounts Paid$5,498
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$33,170$6,595$4,871$44,636
Other Salaries and Wages$19,009$950$2,218$22,177
Fees for Services Accounting-$8,565-$8,565
Other Employee Benefits$4,803$240$560$5,603
Grants to Domestic Orgs$5,498--$5,498
Current Officers, Directors, Trustees, and Key Employees$3,465$173$404$4,042
Travel$2,670$134$311$3,115
Payroll Taxes$2,301$115$269$2,685
Occupancy$1,447$72$169$1,688
Office Expenses$1,253$63$146$1,462
Conferences and Meetings$739--$739
Other Expenses$113$246$25$384
Insurance-$259-$259
Depreciation Depletion$157$8$18$183
Total Functional Expenses$74,625$17,420$8,991$101,036
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United States Public InterestDenver, CO501c3Health Care$5,498
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 8B

The organization's governing body had no committees.

Form 990, Page 6, Part VI, Line 11B

A copy of the 990 is provided to all board members for review and comment. The administrator performs a detailed review.

Form 990, Page 6, Part VI, Line 12C

To monitor and enforce compliance with the conflict of interest policy, the organization requires all officers, directors and individuals with substantial influence over the organization to complete an annual statement disclosing to the board any business, contractual or financial relationships the person has with other corporations. In addition, said persons have an ongoing obligation to disclose to the board any financial interest, direct or indirect, that the person would gain from any particular transaction, contract or policy under consideration by the organization. The board must address potential conflicts on a case-by-case basis, conflicted persons must abstain from the deliberation of the transaction, and corporate records must be maintained.

Form 990, Page 6, Part VI, Line 15A

The compensation committee will establish acceptable compensation packages after reviewing at least one of the following: 1) information about compensation paid by similarly situated tax-exempt organizations for similar services; 2) current compensation surveys compiled by independent firms; or 3) actual written offers from similarly situated organizations.documentation of the compensation deliberation and decision is kept on file.

Form 990, Page 6, Part VI, Line 15B

The compensation committee will establish acceptable compensation packages after reviewing at least one of the following: 1) information about compensation paid by similarly situated tax-exempt organizations for similar services; 2) current compensation surveys compiled by independent firms; or 3) actual written offers from similarly situated organizations. Documentation of the compensation deliberation and decision is kept on file.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy and financial statements are not available to the public.

Filing and Contact Details

Filer

Filer Name
Ospirg Foundation Inc
EIN
93-1150763
Phone
5032314181
Address
1536 SE 11TH AVE, PORTLAND, OR 97214

Signing Officer

Name
Charlie Fisher
Title
State Director
Phone
5032314181
Signed
2019-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlie Fisher
Formed
1995
Legal Domicile
Or
Voting Board Members
3
Independent Board Members
3
Employees
2

Preparer

Firm
Richman & Associates LLC
Address
1 SW COLUMBIA SUITE 400, PORTLAND, OR 97258
Preparer
James E Richman
Phone
5032953780
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

With public debate around important issues often dominated by special interests pursuing their own narrow agendas, ospirg foundation offers an independent voice that works on behalf of the public interest. Cont'd sch o ospirg foundation, a 501(c)(3) organization, works to protect consumers and promote good government. We investigate problems, craft solutions, educate the public, and offer oregonians meaningful opportunities for civic participation.

Form 990, Page 2, Part III, Line 4A

Significant health insurance rate hike proposals, as part of oregon's rate review process. Since 2010, additional scrutiny by state officials has cut over 300 million in waste from health insurance premiums for individuals and small businesses. In addition, ospirg foundation continued to monitor efforts to requiring insurers to more clearly quantify their progress in lowering costs and boosting prevention, and holding insurers accountable to strong benchmarks through oregon's rate review program. 2. Democracy for the people in fy18, ospirg foundation released a report, "big money in oregon state elections," highlighting the disparity between large and small donors in oregon's 2016 elections. According to the report, just 424 large donors contributed over a third of all funding, giving nearly 9 million to candidates running for legislative or statewide races. That's an average of 21,424 per person. By contrast, more than 29,000 small donors contributed a total of 2.4 million, for an average donation of 129. In other words, small donors were outspent nearly 4 to 1 by a small fraction of wealthy donors and special interests. Ospirg foundation's research helped drive the debate about money in politics in oregon. 3. Protect antibiotics with medical authorities warning of that we are in danger of losing antibiotics, ospirg foundation joined a national coalition working to end the overuse of antibiotics on farm animals - a major area of overuse. In fy18, our joint campaign helped convince several fast food chains to move towards serving meat raised without routine antibiotics.

Form 990, Part IX, Line 11G

Consultants 5,000 0 0 org & programatic srvcs 28,047 6,595 4,871 citizen outreach program 123 0 0 total 33,170 6,595 4,871

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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HEALTH CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNITED STATES PUBLIC INTEREST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0RESEARCH GROUP EDUCATION FUND
IRS990ScheduleI/RecipientTable/RecipientEIN0521384240
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01543 WAZEE ST SUITE 460
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DENVER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WE MONITOR THROUGH GRANT AGREEMENTS AND WORKING CLOSELY WITH GRANT RECIPIENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WITH PUBLIC DEBATE AROUND IMPORTANT ISSUES OFTEN DOMINATED BY SPECIAL INTERESTS PURSUING THEIR OWN NARROW AGENDAS, OSPIRG FOUNDATION OFFERS AN INDEPENDENT VOICE THAT WORKS ON BEHALF OF THE PUBLIC INTEREST. CONT'D SCH O OSPIRG FOUNDATION, A 501(C)(3) ORGANIZATION, WORKS TO PROTECT CONSUMERS AND PROMOTE GOOD GOVERNMENT. WE INVESTIGATE PROBLEMS, CRAFT SOLUTIONS, EDUCATE THE PUBLIC, AND OFFER OREGONIANS MEANINGFUL OPPORTUNITIES FOR CIVIC PARTICIPATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SIGNIFICANT HEALTH INSURANCE RATE HIKE PROPOSALS, AS PART OF OREGON'S RATE REVIEW PROCESS. SINCE 2010, ADDITIONAL SCRUTINY BY STATE OFFICIALS HAS CUT OVER 300 MILLION IN WASTE FROM HEALTH INSURANCE PREMIUMS FOR INDIVIDUALS AND SMALL BUSINESSES. IN ADDITION, OSPIRG FOUNDATION CONTINUED TO MONITOR EFFORTS TO REQUIRING INSURERS TO MORE CLEARLY QUANTIFY THEIR PROGRESS IN LOWERING COSTS AND BOOSTING PREVENTION, AND HOLDING INSURERS ACCOUNTABLE TO STRONG BENCHMARKS THROUGH OREGON'S RATE REVIEW PROGRAM. 2. DEMOCRACY FOR THE PEOPLE IN FY18, OSPIRG FOUNDATION RELEASED A REPORT, "BIG MONEY IN OREGON STATE ELECTIONS," HIGHLIGHTING THE DISPARITY BETWEEN LARGE AND SMALL DONORS IN OREGON'S 2016 ELECTIONS. ACCORDING TO THE REPORT, JUST 424 LARGE DONORS CONTRIBUTED OVER A THIRD OF ALL FUNDING, GIVING NEARLY 9 MILLION TO CANDIDATES RUNNING FOR LEGISLATIVE OR STATEWIDE RACES. THAT'S AN AVERAGE OF 21,424 PER PERSON. BY CONTRAST, MORE THAN 29,000 SMALL DONORS CONTRIBUTED A TOTAL OF 2.4 MILLION, FOR AN AVERAGE DONATION OF 129. IN OTHER WORDS, SMALL DONORS WERE OUTSPENT NEARLY 4 TO 1 BY A SMALL FRACTION OF WEALTHY DONORS AND SPECIAL INTERESTS. OSPIRG FOUNDATION'S RESEARCH HELPED DRIVE THE DEBATE ABOUT MONEY IN POLITICS IN OREGON. 3. PROTECT ANTIBIOTICS WITH MEDICAL AUTHORITIES WARNING OF THAT WE ARE IN DANGER OF LOSING ANTIBIOTICS, OSPIRG FOUNDATION JOINED A NATIONAL COALITION WORKING TO END THE OVERUSE OF ANTIBIOTICS ON FARM ANIMALS - A MAJOR AREA OF OVERUSE. IN FY18, OUR JOINT CAMPAIGN HELPED CONVINCE SEVERAL FAST FOOD CHAINS TO MOVE TOWARDS SERVING MEAT RAISED WITHOUT ROUTINE ANTIBIOTICS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING BODY HAD NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT. THE ADMINISTRATOR PERFORMS A DETAILED REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS AND INDIVIDUALS WITH SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION TO COMPLETE AN ANNUAL STATEMENT DISCLOSING TO THE BOARD ANY BUSINESS, CONTRACTUAL OR FINANCIAL RELATIONSHIPS THE PERSON HAS WITH OTHER CORPORATIONS. IN ADDITION, SAID PERSONS HAVE AN ONGOING OBLIGATION TO DISCLOSE TO THE BOARD ANY FINANCIAL INTEREST, DIRECT OR INDIRECT, THAT THE PERSON WOULD GAIN FROM ANY PARTICULAR TRANSACTION, CONTRACT OR POLICY UNDER CONSIDERATION BY THE ORGANIZATION. THE BOARD MUST ADDRESS POTENTIAL CONFLICTS ON A CASE-BY-CASE BASIS, CONFLICTED PERSONS MUST ABSTAIN FROM THE DELIBERATION OF THE TRANSACTION, AND CORPORATE RECORDS MUST BE MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COMPENSATION COMMITTEE WILL ESTABLISH ACCEPTABLE COMPENSATION PACKAGES AFTER REVIEWING AT LEAST ONE OF THE FOLLOWING: 1) INFORMATION ABOUT COMPENSATION PAID BY SIMILARLY SITUATED TAX-EXEMPT ORGANIZATIONS FOR SIMILAR SERVICES; 2) CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS; OR 3) ACTUAL WRITTEN OFFERS FROM SIMILARLY SITUATED ORGANIZATIONS.DOCUMENTATION OF THE COMPENSATION DELIBERATION AND DECISION IS KEPT ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE COMPENSATION COMMITTEE WILL ESTABLISH ACCEPTABLE COMPENSATION PACKAGES AFTER REVIEWING AT LEAST ONE OF THE FOLLOWING: 1) INFORMATION ABOUT COMPENSATION PAID BY SIMILARLY SITUATED TAX-EXEMPT ORGANIZATIONS FOR SIMILAR SERVICES; 2) CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS; OR 3) ACTUAL WRITTEN OFFERS FROM SIMILARLY SITUATED ORGANIZATIONS. DOCUMENTATION OF THE COMPENSATION DELIBERATION AND DECISION IS KEPT ON FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONSULTANTS 5,000 0 0 ORG & PROGRAMATIC SRVCS 28,047 6,595 4,871 CITIZEN OUTREACH PROGRAM 123 0 0 TOTAL 33,170 6,595 4,871
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IX, LINE 11G
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.90$0.57$3.33$0.82$0.73$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.14$0.08$3.06$1.11$0.28$0.83
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.65$2.11$1.11$0.71$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.21$1.77$1.00$0.40$0.61
2020Detailed filing. Detailed filing data is available for this year.$1.68$0.60$1.09$1.46$0.91$0.55
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.97$0.54$0.80$1.00$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.33$1.58$0.75$1.44$1.01$0.43
2018Detailed filing. Detailed filing data is available for this year.$2.33$1.71$0.62$1.31$1.01$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.90$0.32$0.83$1.51$0.68
2016Detailed filing. Detailed filing data is available for this year.$2.67$1.67$1.00$2.54$3.04$0.50
2015Detailed filing. Detailed filing data is available for this year.$3.74$2.24$1.50$2.94$2.39$0.55
2014Detailed filing. Detailed filing data is available for this year.$2.61$1.66$0.95$3.18$4.05$0.87
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$2.36$1.82$4.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$1.60$3.18$2.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.41$2.27$1.42