Civic Intelligence

Ochoco Charitable Fund

990PF • Fiscal year 2014 • EIN 93-6024017

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 01, 2015

Organization Profile
PO Box 668Prineville, OR 97754

(541) 447-6296

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

5.2%

Faster asset growth than 60% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

354%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$402,393

Flat from 2014

Net Assets

$402,393

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin93rd percentile

Revenue

Flat

$33,882

Flat from 2014

Expenses

Flat

$13,944

Flat from 2014

Net Income

Flat

$19,938

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2011: $404,609Liabilities 2011: $02011Assets 2012: $396,081Liabilities 2012: $0Net Assets 2012: $396,0812012Assets 2013: $382,455Liabilities 2013: $0Net Assets 2013: $382,4552013Assets 2014: $402,393Liabilities 2014: $0Net Assets 2014: $402,3932014Assets 2014: $402,393Liabilities 2014: $12014Assets 2015: $393,517Liabilities 2015: $12015Assets 2016: $399,197Liabilities 2016: $0Net Assets 2016: $399,1972016Assets 2018: $407,584Liabilities 2018: $1Net Assets 2018: $407,5832018Assets 2019: $426,706Liabilities 2019: $12019Assets 2020: $388,900Liabilities 2020: $0Net Assets 2020: $388,9002020Assets 2021: $384,487Liabilities 2021: $0Net Assets 2021: $384,4872021Assets 2022: $383,828Liabilities 2022: $0Net Assets 2022: $383,8282022Assets 2023: $372,898Liabilities 2023: $12023Assets 2024: $364,775Liabilities 2024: $0Net Assets 2024: $364,7752024

Highlighted filing

2014

Assets$402,393
Liabilities$0
Net Assets$402,393
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$50K$0-$50KRevenue 2011: $8,528Expenses 2011: $31,756Net Income 2011: -$23,2282011Expenses 2012: $26,1752012Revenue 2013: $7,458Expenses 2013: $21,084Net Income 2013: -$13,6262013Revenue 2014: $33,882Expenses 2014: $13,944Net Income 2014: $19,9382014Revenue 2014: $33,882Expenses 2014: $13,944Net Income 2014: $19,9382014Revenue 2015: -$712Expenses 2015: $8,165Net Income 2015: -$8,8772015Revenue 2016: $11,893Expenses 2016: $6,212Net Income 2016: $5,6812016Revenue 2018: $15,049Expenses 2018: $11,977Net Income 2018: $3,0722018Revenue 2019: $39,626Expenses 2019: $20,504Net Income 2019: $19,1222019Revenue 2020: $5,365Expenses 2020: $43,170Net Income 2020: -$37,8052020Revenue 2021: $16,397Expenses 2021: $20,810Net Income 2021: -$4,4132021Revenue 2022: $17,180Expenses 2022: $17,839Net Income 2022: -$6592022Revenue 2023: $15,726Expenses 2023: $26,656Net Income 2023: -$10,9302023Revenue 2024: $13,960Expenses 2024: $22,083Net Income 2024: -$8,1232024

Highlighted filing

2014

Revenue$33,882
Expenses$13,944
Net Income$19,938
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stuart J Shelk JrPresident-$0--
Steve MarkellTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ochoco Charitable Fund
EIN
93-6024017
Phone
5414476296
Address
PO BOX 668, PRINEVILLE, OR 97754

Signing Officer

Name
Stuart J Shelk Jr
Title
President
Signed
2015-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Evans Bartlett & Higbe CPAs LLP
Address
180 NW 2nd St, Prineville, OR 97754
Preparer
Jerry R Evans
Phone
5414476565
Raw XML Appendix308 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0695
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0EVANS & BARTLETT, CPAS, LLP;
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0695
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Schedule 1Form 990-PF, Part 1, Line 25Contributions, Gifts, and GrantsScholarshipsMalheur Lumber Co.2014Katie Cary $ 600.00Hana Cooper 600.00Dominic DeHaven 600.00Levi Gagnon 600.00Zach Gagnon 600.00Marzuri Waggoner 600.00Payton Warner 500.00Kiaya Wilson 600.00Tucker Billman 600.00Fernando Ceja 600.00Kerith Crabb 600.00Bria DeHaven 600.00Sabrina Hoffman 600.00 ---------Total Scholarships $7,700.00 =========
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1Schedule 2Form 990-PF, Part 1, Line 25Contributions, Gifts, and GrantsScholarshipOchoco Lumber Co.2014Jordan Reeher $ 900.00 Tyler Rockwood 900.00Kelley Thurman 900.00Alysia Wolf 900.00Corinne Porter 900.00McKenna Ontko 400.00Kara Merrill 400.00 ----------Total Scholarships $ 5,300.00 ==========
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0122710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EXCHANGE RATED FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0121747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0324
IRS990PF/FMVAssetsEOYAmt0387669
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0311510
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05690
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018682
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Stuart J Shelk Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Steve Markell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1221 E 3rd St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Prineville
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Ochoco Charitable Fund application. Application should include: 1. College attended 2. Credit hours taken 3. Grade point average
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Crook County High School
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05414166900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01100 SE Lynn Blvd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Prineville
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION SCHOLARSHIPS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Malheur Lumber Co Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Ochoco Lumber Co Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See Attached Schedule 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1See Attached Schedule 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PRINEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PRINEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197754
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013944
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014596
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04414
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016418
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02227
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06589
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011214
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014596
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013944
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051044
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055458
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MALHUER LUMBER COMPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 160
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0JOHN DAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097845
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage/Envelopes
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt149
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Refund- prior scholarship
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0600
TaxesSchedule/TaxesDetail/Amt048
TaxesSchedule/TaxesDetail/Amt1126
TaxesSchedule/TaxesDetail/CategoryTxt0Charitable Activities Sec OR Dept Justic
TaxesSchedule/TaxesDetail/CategoryTxt1Internal Revenue Service - 2013 Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt048
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1126
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stuart J Shelk Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCHOCO CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0OCHO
ReturnHeader/Filer/EIN0936024017
ReturnHeader/Filer/PhoneNum05414476296
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 668
ReturnHeader/Filer/USAddress/CityNm0PRINEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Evans Bartlett & Higbe CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 NW 2nd St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Prineville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097754
ReturnHeader/PreparerPersonGrp/PhoneNum05414476565
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jerry R Evans
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-06-01T09:26:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$402,393
Liabilities
$0
Net assets
$402,393
Revenue
$33,882
Expenses
$13,944
Net income
$19,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.14$0.22$0.08
2023Summary only. Only limited summary data is available for this year.$3.73$0.00$0.16$0.27$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.17$0.18$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.16$0.21$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.05$0.43$0.38
2019Summary only. Only limited summary data is available for this year.$4.27$0.00$0.40$0.21$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$0.15$0.12$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$0.12$0.06$0.06
2015Summary only. Only limited summary data is available for this year.$3.94$0.00$0.01$0.08$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.34$0.14$0.20
2014Summary only. Only limited summary data is available for this year.$4.02$0.00$0.34$0.14$0.20
2013Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.07$0.21$0.14
2012Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.26
2011Summary only. Only limited summary data is available for this year.$4.05$0.00$0.09$0.32$0.23