Civic Intelligence

Ochoco Charitable Fund

990PF • Fiscal year 2018 • EIN 93-6024017

Jan 01, 2018 to Dec 31, 2018 • Filed on May 22, 2019

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

1.0%

Faster asset growth than 51% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

67th percentile

12%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$407,584

Up $8,387 (+2.1%) from 2016

Net Assets

Up

$407,583

Up $8,386 (+2.1%) from 2016

Liabilities

Up

$1

Up $1 from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin77th percentile

Revenue

Up

$15,049

Up $3,156 (+27%) from 2016

Expenses

Up

$11,977

Up $5,765 (+93%) from 2016

Net Income

Down

$3,072

Down $2,609 (-46%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2018

Assets$407,584
Liabilities$1
Net Assets$407,583
Open 2018 Filing

Operations Trend

Revenue Growth67th 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 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

2018

Revenue$15,049
Expenses$11,977
Net Income$3,072
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
2019-05-22
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 Appendix277 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, CPAs
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.2018Seth Kessi 500.00Kelley Thurman 2,814.33Ashton Morgan 500.00Trevor Slawter 2,314.33Matthew Kasberger 2,314.33 ---------Total Scholarships $8,442.99 =========
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02498
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0341
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt011977
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt014075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt015049
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03534
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt013849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Multiple Sales US Bancorp Investments
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02472
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03072
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0407583
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0404511
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0407583
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt020134
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt020134
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt020134
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020416
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0282
IRS990PF/DistributableAmountGrp/TotalTaxAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0282
IRS990PF/FMVAssetsEOYAmt0400245
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0404511
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0407583
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01631
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01631
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01631
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0357944
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0357253
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0349914
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0404511
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0404511
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0414530
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt051149
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0363381
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06218
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020416
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0408312
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0414530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt012003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt08165
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt021084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.029051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.01434
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.01611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.02196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0373631
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.145257
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011977
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011977
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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/SubjToTaxRmnrtnExPrchtPymtInd0false
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
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
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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/Amt08443
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097754
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08443
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/AppliedToCurrentYearAmt05034
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06943
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020134
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011977
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015100
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06943
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02498
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02498
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt015
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
TaxesSchedule/TaxesDetail/Amt077
TaxesSchedule/TaxesDetail/Amt1204
TaxesSchedule/TaxesDetail/Amt260
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1INTERNAL REVENUE SERVICE - 2017 TAX
TaxesSchedule/TaxesDetail/CategoryTxt2OR DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt077
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1204
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt260
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stuart J Shelk Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-22
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/PreparerFirmEIN0931015677
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/ReturnTs02019-05-22T08:08:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$407,584
Liabilities
$1
Net assets
$407,583
Revenue
$15,049
Expenses
$11,977
Net income
$3,072
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
2018Detailed filing. Detailed filing data is available for this year.$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
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