Civic Intelligence

West Salem High School Education Foundation

990 • Fiscal year 2018 • EIN 04-3603409

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

1776 Titan Dr NWSalem, OR 97304

(503) 507-3518

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

56th percentile

5.8%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

86th percentile

37%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$339,827

Up $92,390 (+37%) from 2017

Net Assets

Up

$339,827

Up $92,390 (+37%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$451,790

Up $123,553 (+38%) from 2017

Expenses

Up

$425,505

Up $84,333 (+25%) from 2017

Net Income

Up

$26,285

Up $39,220 (+303%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $140,385Liabilities 2011: $0Net Assets 2011: $140,3852011Assets 2012: $303,948Liabilities 2012: $0Net Assets 2012: $303,9482012Assets 2013: $190,847Liabilities 2013: $0Net Assets 2013: $190,8472013Assets 2014: $230,191Liabilities 2014: $0Net Assets 2014: $230,1912014Assets 2015: $305,059Liabilities 2015: $0Net Assets 2015: $305,0592015Assets 2016: $260,372Liabilities 2016: $0Net Assets 2016: $260,3722016Assets 2017: $247,437Liabilities 2017: $0Net Assets 2017: $247,4372017Assets 2018: $339,827Liabilities 2018: $0Net Assets 2018: $339,8272018Assets 2019: $324,273Liabilities 2019: $0Net Assets 2019: $324,2732019Assets 2020: $377,243Liabilities 2020: $0Net Assets 2020: $377,2432020Assets 2021: $370,786Liabilities 2021: $0Net Assets 2021: $370,7862021Assets 2022: $377,284Liabilities 2022: $0Net Assets 2022: $377,2842022Assets 2023: $355,084Liabilities 2023: $0Net Assets 2023: $355,0842023Assets 2024: $406,387Liabilities 2024: $0Net Assets 2024: $406,3872024

Highlighted filing

2018

Assets$339,827
Liabilities$0
Net Assets$339,827

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $391,7202011Expenses 2012: $319,1492012Revenue 2013: $568,044Expenses 2013: $681,145Net Income 2013: -$113,1012013Revenue 2014: $548,671Expenses 2014: $509,327Net Income 2014: $39,3442014Revenue 2015: $592,609Expenses 2015: $517,741Net Income 2015: $74,8682015Revenue 2016: $308,455Expenses 2016: $353,142Net Income 2016: -$44,6872016Revenue 2017: $328,237Expenses 2017: $341,172Net Income 2017: -$12,9352017Revenue 2018: $451,790Expenses 2018: $425,505Net Income 2018: $26,2852018Revenue 2019: $436,507Expenses 2019: $452,061Net Income 2019: -$15,5542019Revenue 2020: $314,455Expenses 2020: $261,485Net Income 2020: $52,9702020Revenue 2021: $196,570Expenses 2021: $203,027Net Income 2021: -$6,4572021Revenue 2022: $508,850Expenses 2022: $502,352Net Income 2022: $6,4982022Revenue 2023: $600,288Expenses 2023: $622,488Net Income 2023: -$22,2002023Revenue 2024: $629,623Expenses 2024: $578,320Net Income 2024: $51,3032024

Highlighted filing

2018

Revenue$451,790
Expenses$425,505
Net Income$26,285
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$561,317
Mission and Program Overview

Mission

Promote the advancement of all student, parent, community and non-school generated activities for the west salem high school and to generate opportunities for fundraising to support these purposes.

Promote advancement of activities for west salem high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$234,258$338,921▲ $104,663
Cap Stk Tr Prin Current Funds$214,437$306,827▲ $92,390
Pd in Cap Srpls Land Bldg Eqp Fund$33,000$33,000→ $0
Savings and Temporary Cash Investments$12,779$506▼ $12,273
Inventories for Sale or Use$400$400→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$247,437$339,827▲ $92,390
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$247,437$339,827▲ $92,390
Total Liabilities and Net Assets / Fund Balance$247,437$339,827▲ $92,390

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$3,400$3,400
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rhonda KizerPresident
Malissa GilesVice President
Ann HillmanDirector
Chris BowersDirector
Chuck CogburnDirector
Kevin BeckstromDirector
Lisa HoppeDirector
Sonja SommervilleDirector
Terry KellyDirector
Christy BeckstromAcademic Rep
Rob RardinAthletics Rep
Shelee HoneywellGrad Party Rep
Micky LoganMusic Rep
Lisa EhlersSecretary
Julie Ann SudermanTreasurer
Jim MillerWshs Admin
Revenue and Support

Revenue Composition

Contributions and Grants
$72,500
Program Service Revenue
$233,316
Investment Income
$95
Other Revenue
$145,879
All Other Contributions
$70,500
Change in Net Assets
$26,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$421,671
Total Fundraising Expense$7,073
Grants and Similar Amounts Paid$3,834
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$24,766--$24,766
Advertising--$7,073$7,073
Fees for Services Accounting-$5,896-$5,896
Grants to Domestic Individuals$3,834--$3,834
Insurance-$2,858-$2,858
Office Expenses-$1,415-$1,415
Other Expenses$1,402$1,597-$1,402
Total Functional Expenses$406,666$11,766$7,073$425,505
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$104,479
Fundraising Direct Expenses$19,971
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Other Events$70,409$70,409$9,516$60,893
Auction$34,070$34,070$10,455$23,615
Total Events$104,479$104,479$19,971$84,508
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Kevin beckstrom (director) and christy beckstrom (booster rep) are married

Form 990, Part VI, Section A, Line 4

During the fiscal year, the organization updated their bylaws

Form 990, Part VI, Section B, Line 11B

The tax return is reviewed by the treasurer prior to filing

Form 990, Part VI, Section C, Line 19

All meetings are open to the public and all documents and financial statements are distributed at the monthly meetings and are available to the general public by request.

Filing and Contact Details

Filer

Filer Name
West Salem High School Education
EIN
04-3603409
Phone
5035073518
Address
1776 TITAN DR NW, SALEM, OR 97304

Signing Officer

Name
Julie Ann Suderman
Title
Treasurer
Phone
5035073518
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie Ann Suderman
Formed
2002
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
15
Employees
0
Volunteers
1,200

Preparer

Firm
Doty Pruett Wilson Pc
Address
447 STATE STREET, SALEM, OR 97301
Preparer
Tyson Pruett CPA Pfs
Phone
5033629152
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4WSHS ADMIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt6MUSIC REP
IRS990/Form990PartVIISectionAGrp/TitleTxt7ATHLETICS REP
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/PriorPeriodAdjustmentsAmt066105
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0233316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0233316
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt044796
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0500
IRS990/PYInvestmentIncomeAmt070
IRS990/PYOtherExpensesAmt0340672
IRS990/PYOtherRevenueAmt0100994
IRS990/PYProgramServiceRevenueAmt0182377
IRS990/PYRevenuesLessExpensesAmt0-12935
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0341172
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0328237
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt026285
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0254562
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012779
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0506
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt072500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt044796
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt058674
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0176861
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0121561
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0474392
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt095
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt088
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0371
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0488722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0382391
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0335205
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0622321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0616278
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02444917
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt095
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt088
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0371
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt02919309
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0561222
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0427187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0393879
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0799182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0737839
IRS990ScheduleA/Total509Grp/TotalAmt02919309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0561317
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0427257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0393967
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0799260
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0737879
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02919680
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03400
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03400
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019971
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt070409
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0104479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt034070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt070409
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0104479
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt084508
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019971
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010455
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt09516
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KEVIN BECKSTROM (DIRECTOR) AND CHRISTY BECKSTROM (BOOSTER REP) ARE MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING THE FISCAL YEAR, THE ORGANIZATION UPDATED THEIR BYLAWS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN IS REVIEWED BY THE TREASURER PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL MEETINGS ARE OPEN TO THE PUBLIC AND ALL DOCUMENTS AND FINANCIAL STATEMENTS ARE DISTRIBUTED AT THE MONTHLY MEETINGS AND ARE AVAILABLE TO THE GENERAL PUBLIC BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0247437
IRS990/TotalAssetsEOYAmt0339827
IRS990/TotalAssetsGrp/BOYAmt0247437
IRS990/TotalAssetsGrp/EOYAmt0339827
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt072500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07073
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011766
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0406666
IRS990/TotalFunctionalExpensesGrp/TotalAmt0425505
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0247437

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$6.30$5.78$0.51
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$6.00$6.22$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$5.09$5.02$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$1.97$2.03$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$3.14$2.61$0.53
2019Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$4.37$4.52$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$4.52$4.26$0.26
2017Summary only. Only limited summary data is available for this year.$2.47$0.00$2.47$3.28$3.41$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$3.08$3.53$0.45
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$5.93$5.18$0.75
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$5.49$5.09$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$5.68$6.81$1.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.00$3.04$3.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$3.92
Peer Organizations

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