STRATEGY STUDIO / PUBLIC DATA EXPLORER

OREGON ROBOTICS TOURNAMENT & OUTREACH PROGRAM: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
OREGON ROBOTICS TOURNAMENT & OUTREACH PROGRAM (EIN 46-4276182)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-13
IRS object ID
202441349349308959
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T18:14:16-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930743240PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOFFMAN STEWART & SCHMIDT PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13 CENTERPOINTE DRIVE SUITE 300AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP970358663ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464276182EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OREGON ROBOTICS TOURNAMENT & OUTREACHBusinessNameLine1Txt
Business Name Line2PROGRAMBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlOREGBusinessNameControlTxt
Phone5034867622PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19498 SW BARBUR BLVD 103AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLOREN WERTZPersonNm
Person TitleBOARD TREASURERPersonTitleTxt
Phone5034867622PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLORENPersonFirstNm
Person LastWERTZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBEN WYCKOFFPreparerPersonNm
PTINP01688063PTIN
Phone5032205900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLOREN WERTZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19498 SW BARBUR BLVD 103AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97219ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$563,993GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ORTOP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTHE OREGON ROBOTICS TOURNAMENT & OUTREACH PROGRAM (ORTOP) IS THE FIRST (FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY) AFFILIATE PARTNER IN OREGON FOR DELIVERY OF THREE HIGHLY RENOWNED STEM ROBOTICS PROGRAMS FOR CHILDREN K-12TH GRADES. THESE PROGRAMS ARE FIRST LEGO LEAGUE EXPLORE FOR K-4 STUDENTS, FIRST LEGO LEAGUE FOR 4-8 GRADE STUDENTS, AND FIRST TECH CHALLENGE FOR 7-12 GRADE STUDENTS.CONTINUED BELOW.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Volunteers700TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$504,458PYContributionsGrantsAmt
CY Contributions Grants$440,255CYContributionsGrantsAmt
PY Program Service Revenue$82,419PYProgramServiceRevenueAmt
CY Program Service Revenue$122,206CYProgramServiceRevenueAmt
PY Investment Income$6,156PYInvestmentIncomeAmt
CY Investment Income$1,532CYInvestmentIncomeAmt
PY Other Revenue$65PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$593,098PYTotalRevenueAmt
CY Total Revenue$563,993CYTotalRevenueAmt
PY Grants And Similar Paid$86,359PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$187,589CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$442,203PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$360,738CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$86,542CYTotalFundraisingExpenseAmt
PY Other Expenses$156,135PYOtherExpensesAmt
CY Other Expenses$119,252CYOtherExpensesAmt
PY Total Expenses$684,697PYTotalExpensesAmt
CY Total Expenses$667,579CYTotalExpensesAmt
PY Revenues Less Expenses-$91,599PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$103,586CYRevenuesLessExpensesAmt
Total Assets BOY$907,496TotalAssetsBOYAmt
Total Assets EOY$718,571TotalAssetsEOYAmt
Total Liabilities BOY$214,954TotalLiabilitiesBOYAmt
Total Liabilities EOY$129,615TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$692,542NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$588,956NetAssetsOrFundBalancesEOYAmt
MissionTO OPEN DOORS TO THE WORLDS OF SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS FOR OREGON'S YOUTH BY PROVIDING EDUCATIONAL OPPORTUNITIES FEATURING ROBOTICS WITH SPECIAL EMPHASIS ON MAXIMIZING THE DIVERSITY OF THOSE PARTICIPATING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$502,201ExpenseAmt
Grant$187,589GrantAmt
Revenue$122,206RevenueAmt
DescOREGON ROBOTICS TOURMENT & OUTREACH PROGRAM FACILITATES ROBOTICS TOURAMENTS FOR CHILDREN RANGING IN AGE FROM KINDERGARTEN THROUGH 12TH GRADE. THE ORGANIZATION HOLDS EDUCATIONAL WORKSHOPS AND EVENTS, AND PROVIDES SUPPORT TO ROBOTICS TEAMS. OVER 2,500 STUDENTS AND THEIR COACHES PARTICIPATED IN APPROXIMATELY 53 EVENTS ACROSS THE STATE IN THE 2022-2023 SEASON.Desc
Total Program Service Expenses$502,201TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee13EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRUCE SCHAFERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5034867622PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19498 SW BARBUR BLDV SUITE 103AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97219ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
AARYN CURL
DIRECTOR1.00Yes (X)$0$0$0
ANN BURNUM
FORMER DIRECTOR1.00Yes (X)$0$0$0
BRUCE SCHAFER
DIRECTOR1.00Yes (X)$0$0$0
CESAR MARTINEZ SPESSOT
DIRECTOR1.00Yes (X)$0$0$0
DIETERICH STEINMETZ
FORMER DIRECTOR1.00Yes (X)$0$0$0
GARRETT CLARK
DIRECTOR1.00Yes (X)$0$0$0
HEIDI SIPE
DIRECTOR1.00Yes (X)$0$0$0
JONATHAN ANDERSON
DIRECTOR1.00Yes (X)$0$0$0
LOREN MERTZ
DIRECTOR1.00Yes (X)$0$0$0
MABANA BAMBA
FORMER DIRECTOR1.00Yes (X)$0$0$0
MANDY MOCK
DIRECTOR1.00Yes (X)$0$0$0
SVEN CHRISTOFFERSON
FORMER DIRECTOR1.00Yes (X)$0$0$0
BETH HUTCHINS
INTERIM EXECUTIVE DIRECTOR40.00$75,722$0$0Yes (X)
ANGELES GODINEZ-VALENCIA
CO-CHAIR1.00$0$0$0Yes (X)
CRAIG HUDSON
CO-CHAIR1.00$0$0$0Yes (X)
WALTER MAYBERRY
SECRETARY1.00$0$0$0Yes (X)
JONATHON SPURLOCK
TREASURER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$75,722TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$154,000GovernmentGrantsAmt
All Other Contributions$286,255AllOtherContributionsAmt
Total Contributions$440,255TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescTOURNAMENT FEES AND OTDesc
Business711300BusinessCd
Total Revenue Column$122,206TotalRevenueColumnAmt
Related Or Exempt Func Income$122,206RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$122,206TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,532TotalRevenueColumnAmt
Exclusion$1,532ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$563,993TotalRevenueColumnAmt
Related Or Exempt Func Income$122,206RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,532ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$187,589TotalAmt
Program Services$187,589ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$77,535TotalAmt
Program Services$19,254ProgramServicesAmt
Management And General$39,027ManagementAndGeneralAmt
Fundraising$19,254FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$235,968TotalAmt
Program Services$178,667ProgramServicesAmt
Fundraising$57,301FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$20,965TotalAmt
Program Services$19,006ProgramServicesAmt
Management And General$415ManagementAndGeneralAmt
Fundraising$1,544FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,270TotalAmt
Program Services$16,585ProgramServicesAmt
Management And General$3,270ManagementAndGeneralAmt
Fundraising$6,415FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,072TotalAmt
Program Services$7,908ProgramServicesAmt
Management And General$29,164ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,613TotalAmt
Program Services$2,760ProgramServicesAmt
Fundraising$853FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,767TotalAmt
Program Services$1,071ProgramServicesAmt
Management And General$2,624ManagementAndGeneralAmt
Fundraising$72FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,928TotalAmt
Program Services$12,659ProgramServicesAmt
Management And General$269ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,184TotalAmt
Program Services$4,134ProgramServicesAmt
Management And General$50ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,243TotalAmt
Program Services$3,243ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,219TotalAmt
Program Services$5,846ProgramServicesAmt
Management And General$3,373ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EVENT EXPENSES$37,120$37,120
SUBSCRIPTIONS AND DUES$5,134$4,757$83$294
OTHER$2,763$1,555$419$789
SUPPLIES$209$47$142$20

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$667,579TotalAmt
Program Services$502,201ProgramServicesAmt
Management And General$78,836ManagementAndGeneralAmt
Fundraising$86,542FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$277,947BOYAmt
EOY$272,572EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$335,716BOYAmt
EOY$336,121EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$247,588BOYAmt
EOY$60,600EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,438BOYAmt
EOY$10,767EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$32,807BOYAmt
EOY$38,511EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,875LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,875LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$907,496BOYAmt
EOY$718,571EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$34,954BOYAmt
EOY$32,341EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$180,000BOYAmt
EOY$97,274EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$214,954BOYAmt
EOY$129,615EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$303,799BOYAmt
EOY$306,387EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$388,743BOYAmt
EOY$282,569EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$692,542BOYAmt
EOY$588,956EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$907,496BOYAmt
EOY$718,571EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$103,586ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$824,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$934,742CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$729,783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$504,458CurrentTaxYearMinus1YearAmt
Current Tax Year$440,255CurrentTaxYearAmt
Total$3,434,220TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$824,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$934,742CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$729,783CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$504,458CurrentTaxYearMinus1YearAmt
Current Tax Year$440,255CurrentTaxYearAmt
Total$3,434,220TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$835,745SubstantialContributorsTotAmt
Public Support Total170$2,598,475PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,220CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,356CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,156CurrentTaxYearMinus1YearAmt
Current Tax Year$1,532CurrentTaxYearAmt
Total$20,657TotalAmt
FieldValueIRS element (for citing)
Total Support$3,454,877TotalSupportAmt
Gross Receipts Rltd Activities$556,550GrossReceiptsRltdActivitiesAmt
Public Support CY1700.75210PublicSupportCY170Pct
Public Support PY1700.76630PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,875OtherCostOrOtherBasisAmt
Depreciation$4,875DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT DOES NOT BELIEVE THE ORGANIZATION HAS ANY UNCERTAIN TAX POSITIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CORVALLIS SCHOOL DISTRICT
1555 SW 35TH STCORVALLISOR97333936000205509J$0$16,000TEAM SUPPORT TO PARTICIPATE IN FIRST PROGRAMS
FIRST WASHINGTON
22426 72ND AVE SKENTWA98032452443839501C3$0$12,000TEAM SUPPORT TO PARTICIPATE IN FIRST PROGRAMS
PROJECT LEDO
4848 SE 100TH AVEPORTLANDOR97266833866477501C3$0$78,939TEAM SUPPORT TO PARTICIPATE IN FIRST PROGRAMS AND PROVIDE SUMMER PROGRAMS
CENTRO CULTURAL DE WASHINGTON COUNTY
PO BOX 708CORNELIUSOR97113930606729501C3$0$23,772TEAM SUPPORT TO PARTICIPATE IN FIRST PROGRAMS AND PROVIDE SUMMER PROGRAMS
GREATER ALBANY PUBLIC SCHOOL DISTRICT
718 SEVENTH AVEALBANYOR97321930881300509J$0$8,000TEAM SUPPORT TO PARTICIPATE IN FIRST PROGRAMS
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationORTOP IMPLEMENTS AN ANNUAL TEAM SUPPORT PROCESS TO AWARD FINANCIAL SUPPORT TO TEAMS WHO WOULD OTHERWISE BE UNABLE TO AFFORD TO PARTICIPATE. TEAM COACHES OR OTHER AUTHORIZED REPRESENTATIVES SUBMIT AN APPLICATION DESCRIBING THEIR TEAM AND MAKING THE CASE FOR THEIR SUPPORT USING BOTH QUALITATIVE AND QUANTITATIVE MEASURES. INDEPENDENT REVIEWERS SCORE THE APPLICATIONS BASED UPON A SCORING RUBRIC THAT ASSESSES TEAM'S NEED AND ABILITY TO MEET THE ORGANIZATION'S STRATEGIC OUTREACH AND RECRUITING GOALS. SCORING IS BLIND, WITH APPLICATIONS IDENTIFIED ONLY BY NUMBER. AWARDS ARE PROVIDED ON A ROLLING BASIS UNTIL FUNDS ARE EXPENDED. SOME AWARDS HAVE DONOR IMPOSED RESTRICTIONS ON HOW THEY CAN BE DISTRIBUTED, SUCH AS GEOGRAPHIC LOCATION, DEMOGRAPHICS, OR VOLUNTEER PARTICIPATION. ORTOP HAS A WRITTEN POLICY TO ENSURE DONOR RESTRICTIONS ALIGN WITH THE ORGANIZATION'S MISSION. AWARDED TEAMS ARE REQUIRED TO MAINTAIN FINANCIAL RECORDS OF THEIR EXPENDITURES AND SUBMIT A YEAR-END REPORT TO ORTOP.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD CHAIR, SOME MEMBERS OF THE BOARD (INCLUDING THE TREASURER), AND WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CA CONFLICT OF INTEREST POLICY HAS BEEN ESTABLISHED BY THE BOARD. EACH MEMBER IS ANNUALLY REQUIRED TO INDICATE COMPLIANCE WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15ON JUNE 30, 2016 THE BOARD OF DIRECTORS ESTABLISHED AN EXECUTIVE COMPENSATION POLICY UNDER THE GUIDANCE OF A COMPENSATION COMMITTEE TO DETERMINE GUIDELINES FOR BOTH THE EXECUTIVE DIRECTOR AND THE DEVELOPMENT DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION IS AN OREGON CORPORATION AND THE STATE OF OREGON HAS A WEBSITE WITH INSTRUCTIONS FOR OBTAINING INFORMATION. THE FORM 990 IS ALSO AVAILABLE VIA SOME WEBSITES. ADDITIONALLY, INFORMATION CAN BE OBTAINED FROM THE ORGANIZATION BY WRITTEN REQUEST, SUBJECT TO APPROVAL BY THE EXECUTIVE DIRECTOR AND/OR LEGAL COUNCIL.