Civic Intelligence

Oregon Evergreen Chapter

990EZ • Fiscal year 2018 • EIN 93-1271808

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 30, 2018

Organization ProfileN/A
5434 River Rd N 183Keizer, OR 97303

(503) 757-6693

Siviq Scores

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

Liabilities / Assets

91st percentile

0.45x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

0.30x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

36th percentile

-2.6%

Higher net margin than 36% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

20th percentile

-17%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

-1.6%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$101,527

Down $20,495 (-17%) from 2017

Net Assets

Down

$56,077

Down $3,845 (-6.4%) from 2017

Liabilities

Down

$45,450

Down $16,650 (-27%) from 2017

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin36th percentile

Revenue

Down

$150,602

Down $2,418 (-1.6%) from 2017

Expenses

Down

$154,447

Down $36,673 (-19%) from 2017

Net Income

Up

-$3,845

Up $34,255 (+90%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$200K$150K$100K$50K$0Assets 2012: $111,793Liabilities 2012: $36,000Net Assets 2012: $75,7932012Assets 2013: $73,487Net Assets 2013: $73,4872013Assets 2014: $157,534Liabilities 2014: $42,300Net Assets 2014: $115,2342014Assets 2015: $108,793Liabilities 2015: $13,900Net Assets 2015: $94,8932015Assets 2016: $98,022Net Assets 2016: $98,0222016Assets 2017: $122,022Liabilities 2017: $62,100Net Assets 2017: $59,9222017Assets 2018: $101,527Liabilities 2018: $45,450Net Assets 2018: $56,0772018

Highlighted filing

2018

Assets$101,527
Liabilities$45,450
Net Assets$56,077
Open 2018 Filing

Operations Trend

Revenue Growth44th percentile

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

$200K$100K$0-$100KRevenue 2012: $157,740Expenses 2012: $195,662Net Income 2012: -$37,9222012Revenue 2013: $120,437Expenses 2013: $122,743Net Income 2013: -$2,3062013Revenue 2014: $135,026Expenses 2014: $93,279Net Income 2014: $41,7472014Revenue 2015: $153,725Expenses 2015: $174,066Net Income 2015: -$20,3412015Revenue 2016: $141,901Expenses 2016: $138,772Net Income 2016: $3,1292016Revenue 2017: $153,020Expenses 2017: $191,120Net Income 2017: -$38,1002017Revenue 2018: $150,602Expenses 2018: $154,447Net Income 2018: -$3,8452018

Highlighted filing

2018

Revenue$150,602
Expenses$154,447
Net Income-$3,845
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 30, 2018
Return Version
2017v2.3
Gross Receipts
$150,602
Mission and Program Overview

Mission

Ypo's members who are presidents of businesses attend education seminars and workshops sponsored by the organization.

Sponsoring of conferences, networking, training seminars and other functions/events.

Program Services

DescriptionGrantsExpenses
SPONSORING OF CONFERENCES, NETWORKING, TRAINING SEMINARS AND OTHER FUNCTIONS/EVENTS. BENEFITTED APPROXIMATELY 33 MEMBERS IN THE FISCAL YEAR.--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY MADDUXChapter Chai-$0--
ROBB CROCKERMembership A-$0--
DAVID ALTMANForum Office-$0--
BART RICKETTSEducation Of-$0--
LUIS VARGASEducation El-$0--
ERIC GILLMembership O-$0--
MATT LEVINSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Oregon Evergreen Chapter
EIN
93-1271808
Phone
5037576693
Address
5434 RIVER RD N 183, KEIZER, OR 97303

Signing Officer

Name
Bart Ricketts
Title
Education Officer
Phone
5039495952
Signed
2018-11-30
Discuss with paid preparer
Yes

Preparer

Firm
Simpson & Company
Address
2165 SW MAIN ST, PORTLAND, OR 97205-1123
Preparer
Melissa S Andal
Phone
5032223673
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses chapter admin 1,312 officer expenses 1,589 848 training 2,532 conferences and conventions 114,536 taxes & corp fees 50 total 120,867”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 10,500 0 total 10,500 0”

Form 990-ez, Part II, Line 26

“Deferred revenue 62,100 45,450”

Form 990-ez, Part III

“Sponsoring of conferences, networking, training seminars and other functions/events.”

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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JANET MCHUGH
IRS990EZ/BooksInCareOfDetail/PhoneNum05037576693
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05434 RIVER RD N 183
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0KEIZER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097303
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111522
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101527
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3845
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt032797
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0122022
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101527
IRS990EZ/GrossReceiptsAmt0150602
IRS990EZ/GroupExemptionNum07096
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0150600
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059922
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056077
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059922
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056077
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACY MADDUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBB CROCKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID ALTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BART RICKETTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LUIS VARGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ERIC GILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATT LEVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAPTER CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBERSHIP A
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORUM OFFICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EDUCATION OF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EDUCATION EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP O
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SEC/TREAS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010500
IRS990EZ/OtherExpensesTotalAmt0120867
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SPONSORING OF CONFERENCES, NETWORKING, TRAINING SEMINARS AND OTHER FUNCTIONS/EVENTS.
IRS990EZ/PrintingPublicationsPostageAmt0783
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPONSORING OF CONFERENCES, NETWORKING, TRAINING SEMINARS AND OTHER FUNCTIONS/EVENTS. BENEFITTED APPROXIMATELY 33 MEMBERS IN THE FISCAL YEAR.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt062100
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt045450
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0154447
IRS990EZ/TotalRevenueAmt0150602
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CHAPTER ADMIN 1,312 OFFICER EXPENSES 1,589 848 TRAINING 2,532 CONFERENCES AND CONVENTIONS 114,536 TAXES & CORP FEES 50 TOTAL 120,867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 10,500 0 TOTAL 10,500 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 62,100 45,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPONSORING OF CONFERENCES, NETWORKING, TRAINING SEMINARS AND OTHER FUNCTIONS/EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BART RICKETTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EDUCATION OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039495952
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON EVERGREEN CHAPTER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0YOUNG PRESIDENTS ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0931271808
ReturnHeader/Filer/PhoneNum05037576693
ReturnHeader/Filer/USAddress/AddressLine1Txt05434 RIVER RD N 183
ReturnHeader/Filer/USAddress/CityNm0KEIZER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097303
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId064F86C6EBD09AAE20927E043DA4790EDB288F096
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId064F86C6EBD09AAE20927E043DA4790EDB288F096
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.90.130.249
ReturnHeader/FilingSecurityInformation/IPDt02018-11-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:40:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930741343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIMPSON & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02165 SW MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972051123
ReturnHeader/PreparerPersonGrp/PhoneNum05032223673
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA S ANDAL
ReturnHeader/ReturnTs02018-11-30T13:40:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,527
Liabilities
$45,450
Net assets
$56,077
Revenue
$150,602
Expenses
$154,447
Net income
-$3,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.45$0.56$1.51$1.54$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.62$0.60$1.53$1.91$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.98$1.42$1.39$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.14$0.95$1.54$1.74$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.42$1.15$1.35$0.93$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.73$1.20$1.23$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.36$0.76$1.58$1.96$0.38