Civic Intelligence

The Education Conservancy

990EZ • Fiscal year 2015 • EIN 20-0710628

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization ProfileWWW.EDUCATIONCONSERVANCY.ORG
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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

98th percentile

$86,667

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 52.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

92nd percentile

113%

Faster asset growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

70%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$87,630

Up $46,488 (+113%) from 2014

Net Assets

Up

$87,630

Up $46,488 (+113%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Up

$166,188

Up $68,667 (+70%) from 2014

Expenses

Down

$119,702

Down $41,337 (-26%) from 2014

Net Income

Up

$46,486

Up $110,004 (+173%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

2015

Assets$87,630
Liabilities-
Net Assets$87,630
Open 2015 Filing

Operations Trend

Revenue Growth90th percentile

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

2015

Revenue$166,188
Expenses$119,702
Net Income$46,486
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$166,188
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 A RESEARCH PROJECT WITH THE LUMINA FOUNDATION AND CONSUMER UNION - "INFORMATION MATTERS".-$74,556
DELIVERED APPROXIMATELY 7 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
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD THACKERExecutive DiFT$86,667-$86,667
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
2016-11-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8

“Miscellaneous income 188 total 188”

Form 990-ez, Part I, Line 16

“Expenses office expenses 2,141 travel 12,160 insurance 50 dues & subscriptions 940 telephone 1,846 payroll service fee 2,017 city tax 45 total 19,199”

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.”

Raw XML Appendix161 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/OtherExpensesTotalAmt019199
IRS990EZ/OtherRevenueTotalAmt0188
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt01000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CONTINUED A RESEARCH PROJECT WITH THE LUMINA FOUNDATION AND CONSUMER UNION - "INFORMATION MATTERS".
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074556
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt120000
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt098998
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119702
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IRS990EZ/TotalRevenueAmt0166188
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EDUCATIONCONSERVANCY.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 517
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0165000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt059500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030282
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt051
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0517
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.59040
IRS990ScheduleA/PublicSupportPY509Pct00.58750
IRS990ScheduleA/PublicSupportTotal509Amt0581166
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0120988
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0126080
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS INCOME 188 TOTAL 188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 2,141 TRAVEL 12,160 INSURANCE 50 DUES & SUBSCRIPTIONS 940 TELEPHONE 1,846 PAYROLL SERVICE FEE 2,017 CITY TAX 45 TOTAL 19,199
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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LLOYD THACKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05032900083
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
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
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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/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T MOOMAW
ReturnHeader/ReturnTs02016-11-15T12:09:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,630
Liabilities
-
Net assets
$87,630
Revenue
$166,188
Expenses
$119,702
Net income
$46,486
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$1.07$1.07
2017Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.55$1.06$0.51
2016Detailed filing. Detailed filing data is available for this year.$1.60$1.60$1.67$0.95$0.72
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.88$1.66$1.20$0.46
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.98$1.61$0.64
2013Detailed filing. Detailed filing data is available for this year.$1.05$1.05$1.96$2.12$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.40$1.21$2.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.52$1.61$5.54
2010Summary only. Only limited summary data is available for this year.$4.38$0.64$3.74$5.01$2.84$2.17