Civic Intelligence

The Education Conservancy

990EZ • Fiscal year 2014 • EIN 20-0710628

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

805 SW Broadway Suite 1600Portland, OR 97205

(503) 290-0083

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

6th percentile

-65%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

99th percentile

$134,172

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 137.6% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

6th percentile

-61%

Faster asset growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

9th percentile

-50%

Faster revenue growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$41,142

Down $63,518 (-61%) from 2013

Net Assets

Down

$41,142

Down $63,518 (-61%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$97,521

Down $98,467 (-50%) from 2013

Expenses

Down

$161,039

Down $51,126 (-24%) from 2013

Net Income

Down

-$63,518

Down $47,341 (-293%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $437,768Liabilities 2010: $64,000Net Assets 2010: $373,7682010Assets 2011: $213,391Liabilities 2011: $52,000Net Assets 2011: $161,3912011Assets 2012: $160,837Liabilities 2012: $40,000Net Assets 2012: $120,8372012Assets 2013: $104,660Net Assets 2013: $104,6602013Assets 2014: $41,142Net Assets 2014: $41,1422014Assets 2015: $87,630Net Assets 2015: $87,6302015Assets 2016: $159,654Net Assets 2016: $159,6542016Assets 2017: $108,795Net Assets 2017: $108,7952017Assets 2018: $2,042Liabilities 2018: $02018

Highlighted filing

2014

Assets$41,142
Liabilities-
Net Assets$41,142

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $500,867Expenses 2010: $283,724Net Income 2010: $217,1432010Expenses 2011: $554,1932011Expenses 2012: $223,3402012Revenue 2013: $195,988Expenses 2013: $212,165Net Income 2013: -$16,1772013Revenue 2014: $97,521Expenses 2014: $161,039Net Income 2014: -$63,5182014Revenue 2015: $166,188Expenses 2015: $119,702Net Income 2015: $46,4862015Revenue 2016: $167,378Expenses 2016: $95,354Net Income 2016: $72,0242016Revenue 2017: $55,000Expenses 2017: $105,859Net Income 2017: -$50,8592017Revenue 2018: $0Expenses 2018: $106,753Net Income 2018: -$106,7532018

Highlighted filing

2014

Revenue$97,521
Expenses$161,039
Net Income-$63,518
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Gross Receipts
$97,521
Mission and Program Overview

Mission

The education conservancy is committed to improving the college admissions process for students, parents, colleges, and high schools. By harnessing the research, ideas, leadership and imagination of thoughtful educators, the education conservancy delivers appropriate advice, advocacy, and services.

Program Services

DescriptionGrantsExpenses
CONTINUED JOINT VENTURE PROJECT WITH THE COLLEGE BOARD TO DEVELOP A ROBUST COLLEGE GUIDANCE WEBSITE - "YOU CAN GO" (WWW.YCG.ORG) AND "BIG FUTURE" (WWW.BIGFUTURE.ORG).-$80,000
CONTINUED A RESEARCH PROJECT WITH THE LUMINA FOUNDATION AND CONSUMER UNION - "INFORMATION MATTERS".-$27,668
DELIVERED APPROXIMATELY 9 SPEECHES OR PRESENTATIONS TO STUDENTS, PARENTS, HIGH SCHOOL AND COLLEGE ADMINISTRATORS, FUNDING SOURCES, PARTNERS, AND OTHERS TO ADVANCE THE MISSION OF THE EDUCATION CONSERVANCY.-$20,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD THACKERExecutive DiFT$130,000$4,172$134,172
JAMES H WOLFSTON JRDirector/Boa-$0--
ED TRACHTENBARGDirector/Boa-$0--
Filing and Contact Details

Filer

Filer Name
The Education Conservancy
EIN
20-0710628
Phone
5032900083
Address
805 SW BROADWAY SUITE 1600, PORTLAND, OR 97205

Signing Officer

Name
Lloyd Thacker
Title
Executive Director
Phone
5032900083
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Jones & Roth Pc
Address
5635 NE ELAM YOUNG PKWY STE 100, HILLSBORO, OR 97124-6488
Preparer
Jamie L Zolezzi
Phone
5036480521
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous income 278 total 278

Form 990-ez, Part I, Line 16

Expenses travel 12,217 insurance 290 telephone 1,110 payroll service fee 1,367 total 14,984

Form 990-ez, Part III

The education conservancy is committed to improving the college admissions process for students, parents, colleges, and high schools. By harnessing the research, ideas, leadership and imagination of thoughtful educators, the education conservancy delivers appropriate advice, advocacy, and services.

Form 990-ez, Part IV

Officers benefits include 2012 and 2013 employer 401(k) contributions. The organization is on cash basis and both years were contributed during 2013.

Raw XML Appendix172 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.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUED A RESEARCH PROJECT WITH THE LUMINA FOUNDATION AND CONSUMER UNION - "INFORMATION MATTERS".
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2DELIVERED APPROXIMATELY 9 SPEECHES OR PRESENTATIONS TO STUDENTS, PARENTS, HIGH SCHOOL AND COLLEGE ADMINISTRATORS, FUNDING SOURCES, PARTNERS, AND OTHERS TO ADVANCE THE MISSION OF THE EDUCATION CONSERVANCY.
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 278 TOTAL 278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAVEL 12,217 INSURANCE 290 TELEPHONE 1,110 PAYROLL SERVICE FEE 1,367 TOTAL 14,984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EDUCATION CONSERVANCY IS COMMITTED TO IMPROVING THE COLLEGE ADMISSIONS PROCESS FOR STUDENTS, PARENTS, COLLEGES, AND HIGH SCHOOLS. BY HARNESSING THE RESEARCH, IDEAS, LEADERSHIP AND IMAGINATION OF THOUGHTFUL EDUCATORS, THE EDUCATION CONSERVANCY DELIVERS APPROPRIATE ADVICE, ADVOCACY, AND SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS BENEFITS INCLUDE 2012 AND 2013 EMPLOYER 401(K) CONTRIBUTIONS. THE ORGANIZATION IS ON CASH BASIS AND BOTH YEARS WERE CONTRIBUTED DURING 2013.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART IV
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LLOYD THACKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05032900083
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDUCATION CONSERVANCY
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0200710628
ReturnHeader/Filer/PhoneNum05032900083
ReturnHeader/Filer/USAddress/AddressLine1Txt0805 SW BROADWAY SUITE 1600
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097205
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930819646
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & ROTH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05635 NE ELAM YOUNG PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HILLSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0971246488
ReturnHeader/PreparerPersonGrp/PhoneNum05036480521
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE L ZOLEZZI
ReturnHeader/ReturnTs02015-11-16T16:24:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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