Civic Intelligence

Ochoco Charitable Fund

990PF • Fiscal year 2016 • EIN 93-6024017

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

1.4%

Faster asset growth than 52% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$399,197

Up $5,680 (+1.4%) from 2015

Net Assets

$399,197

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

Up

$11,893

Up $12,605 (+1770%) from 2015

Expenses

Down

$6,212

Down $1,953 (-24%) from 2015

Net Income

Up

$5,681

Up $14,558 (+164%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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: $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

2016

Assets$399,197
Liabilities$0
Net Assets$399,197
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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 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

2016

Revenue$11,893
Expenses$6,212
Net Income$5,681
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th 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
2017-05-12
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 Appendix269 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 & HIGBE CPA'S, 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 GrantsScholarshipsOchoco Lumber Co.2016Molly Viles 500.00Kara Merrill 900.00Kelley Thurman 900.00Andrea Fraser 400.00 ---------Total Scholarships $2,700.00 =========
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt010826
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0Refund- prior scholarship
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010859
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010859
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0383
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010859
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03512
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03512
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05681
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0399197
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0393516
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0399197
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019066
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019066
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019066
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019283
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0217
IRS990PF/DistributableAmountGrp/TotalTaxAmt0217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0217
IRS990PF/FMVAssetsEOYAmt0392085
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0393516
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0399197
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01631
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01631
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01631
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0341448
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0341294
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0334182
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt050438
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0393517
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0392085
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0393517
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0399197
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0393516
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0399197
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0391524
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt054555
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0336969
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05873
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019283
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0385651
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0391524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Stuart J Shelk Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Steve Markell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 668
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1221 E 3rd St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Prineville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Prineville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097754
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197754
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt019919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt020028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt08165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt013944
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt031697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.02196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.03732
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.07693
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0385651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0371844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0373631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0379661
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0393579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0412014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.258249
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06212
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06212
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06212
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PRINEVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097754
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STUART J SHELK JR
IRS990PF/StatementsRegardingActyGrp/PhoneNum05414476296
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd097754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Ochoco Lumber Co Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See Attached Schedule 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PRINEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt06212
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019066
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06589
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011214
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012854
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt07176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02227
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04949
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06212
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07176
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020030
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02280
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1154
TaxesSchedule/TaxesDetail/Amt044
TaxesSchedule/TaxesDetail/Amt1290
TaxesSchedule/TaxesDetail/Amt249
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1INTERNAL REVENUE SERVICE - 2015 TAX
TaxesSchedule/TaxesDetail/CategoryTxt2OR DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt044
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1290
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt249
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stuart J Shelk Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
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/ReturnTs02017-05-12T17:25:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$399,197
Liabilities
$0
Net assets
$399,197
Revenue
$11,893
Expenses
$6,212
Net income
$5,681
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
2016Detailed filing. Detailed filing data is available for this year.$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
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