Civic Intelligence

Ochoco Charitable Fund

990PF • Fiscal year 2020 • EIN 93-6024017

Jan 01, 2020 to Dec 31, 2020 • Filed on May 18, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-705%

Higher net margin than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-8.9%

Faster asset growth than 28% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-86%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$388,900

Down $37,806 (-8.9%) from 2019

Net Assets

$388,900

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin3rd percentile

Revenue

Down

$5,365

Down $34,261 (-86%) from 2019

Expenses

Up

$43,170

Up $22,666 (+111%) from 2019

Net Income

Down

-$37,805

Down $56,927 (-298%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2020

Assets$388,900
Liabilities$0
Net Assets$388,900
Open 2020 Filing

Operations Trend

Revenue Growth7th 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

2020

Revenue$5,365
Expenses$43,170
Net Income-$37,805
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 18, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stuart J Shelk JrPresident-$0--
Kristi SteberTreasurer-$0--
Jerry R EvansDirector-$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
2021-05-18
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 Appendix280 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/Amt01634
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Evans, Bartlett & Higbe, CPAs
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01634
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/FormAndLineReferenceDesc2PART I LINE 6
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Schedule 1Form 990-PF, Part 1, Line 25Contributions, Gifts, and GrantsScholarshipsOchoco Lumber Co.2020Mathew Kasberger $800.00 Alex Nyman 1000.00Amber Blanchard 1000.00Ashlyn Hacker 1000.00 Aubrey Chamness 1800.00Cindy Villagomez Vargas 800.00Daisy Forseth 1000.00Esmerelda Ortiz-Ventura 1800.00Faith Wagner 800.00Grace Kasberger 1800.00Issac Hugie 1000.00Jon Grace 1000.00Kadence Kee 1800.00Katy Norris 1000.00Kelsee Martin 1800.00Kennedy Carter 1000.00Lacey Brotherton 1000.00Luke Flegel 1800.00Margaret Kasberger 1000.00Marlen Ceja-Prado 1000.00Mathew Kasberger 1000.00Matney Searcy 1000.00McKinzee Mode 1000.00Megan Gregg 800.00Reilly Connolly 800.00Roberto Iriche Vargas 800.00Samuel Santiago 1000.00Sarah Connolly 1000.00Seth Kessi 1800.00Shane Kessi 1000.00Sydney Schultz 1800.00Tiffany Smith 1800.00 ---------Total Scholarships $38,000.00 =========
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1A Davidson proceeds not reported to IRS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt07233
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-1915
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt029
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt05365
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05365
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01634
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt07262
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt038000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt038000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt07233
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07233
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07233
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-37805
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0190188
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1915
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07262
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0504
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0504
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt07262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt043170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt043170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05365
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05170
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0165285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0161632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0D.A. Davidson &Co.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ISHS CORE US AGGR BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SPDR GP;D TRUST GOLD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1915
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-3653
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-37805
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0388900
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0426705
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0388900
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019803
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019803
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019803
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019904
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0101
IRS990PF/DistributableAmountGrp/TotalTaxAmt0101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0101
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0101
IRS990PF/FMVAssetsEOYAmt0419939
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0426705
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0388900
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0408793
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0364879
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0395918
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt017913
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024021
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024021
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0426706
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0388900
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0419939
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0426706
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0388900
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0426705
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0388900
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0404134
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt028599
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0375535
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06062
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019904
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0398072
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0404134
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Stuart J Shelk Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kristi Steber
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jerry R Evans
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 668
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 668
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 668
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Prineville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Prineville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Prineville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097754
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197754
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd297754
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt043170
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt043170
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt043170
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 668
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/Amt038000
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/TotalGrantOrContriPdDurYrAmt038000
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/AppliedToCurrentYearAmt019803
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014946
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019803
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08421
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08421
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt043170
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08421
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08421
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014946
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03017
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03017
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt018
TaxesSchedule/TaxesDetail/Amt015
TaxesSchedule/TaxesDetail/Amt1396
TaxesSchedule/TaxesDetail/Amt293
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1INTERNAL REVENUE SERVICE - 2018 TAX
TaxesSchedule/TaxesDetail/CategoryTxt2OR DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1396
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt293
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stuart J Shelk Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-18
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/ReturnTs02021-05-18T12:09:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Stuart J Shelk
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jr
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$388,900
Liabilities
$0
Net assets
$388,900
Revenue
$5,365
Expenses
$43,170
Net income
-$37,805
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
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