Civic Intelligence

The Education Conservancy

990EZ • Fiscal year 2017 • EIN 20-0710628

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

5th percentile

-92%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$69,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 125.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

14th percentile

-32%

Faster asset growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-67%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$108,795

Down $50,859 (-32%) from 2016

Net Assets

Down

$108,795

Down $50,859 (-32%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$55,000

Down $112,378 (-67%) from 2016

Expenses

Up

$105,859

Up $10,505 (+11%) from 2016

Net Income

Down

-$50,859

Down $122,883 (-171%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2017

Assets$108,795
Liabilities-
Net Assets$108,795
Open 2017 Filing

Operations Trend

Revenue Growth6th 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

2017

Revenue$55,000
Expenses$105,859
Net Income-$50,859
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$55,000
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
COLLABORATED WITH HARVARD EDUCATION SCHOOL ON "TURNING THE TIDE" PROJECT. CONDUCTED RESEARCH, WROTE REPORTS, CONVENED MEETINGS, MET WITH MEDIA, GAVE PRESENTATIONS.-$11,993
DELIVERED APPROXIMATELY 9 SPEECHES AND PRESENTATIONS TO STUDENTS, PARENTS, HIGH SCHOOL AND COLLEGE ADMINISTRATORS, FUNDING SOURCES, PARTNERS AND OTHERS TO ADVANCE THE MISSION OF THE EDUCATION CONSERVANCY.-$3,998
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD THACKERExecutive DiFT$69,000-$69,000
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
2018-11-13
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 16

“Expenses travel 11,846 dues & subscriptions 115 telephone 745 payroll service fee 1,588 total 14,294”

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 Appendix154 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/OtherExpensesTotalAmt014294
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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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DELIVERED APPROXIMATELY 9 SPEECHES AND PRESENTATIONS TO STUDENTS, PARENTS, HIGH SCHOOL AND COLLEGE ADMINISTRATORS, FUNDING SOURCES, PARTNERS AND OTHERS TO ADVANCE THE MISSION OF THE EDUCATION CONSERVANCY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011993
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt089754
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105859
IRS990EZ/TotalProgramServiceExpensesAmt015991
IRS990EZ/TotalRevenueAmt055000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.EDUCATIONCONSERVANCY.ORG
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 678
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0155480
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0165000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt059500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0504980
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt037743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0125988
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0176629
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0188
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0278
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0678
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78560
IRS990ScheduleA/PublicSupportPY509Pct00.65770
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0120988
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 11,846 DUES & SUBSCRIPTIONS 115 TELEPHONE 745 PAYROLL SERVICE FEE 1,588 TOTAL 14,294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum05032900083
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDUCATION CONSERVANCY
ReturnHeader/Filer/BusinessNameControlTxt0EDUC
ReturnHeader/Filer/EIN0200710628
ReturnHeader/Filer/PhoneNum05032900083
ReturnHeader/Filer/USAddress/AddressLine1Txt0805 SW BROADWAY SUITE 1600
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ReturnHeader/FilingSecurityInformation/IPTm013:36:10
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930819646
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0971246488
ReturnHeader/PreparerPersonGrp/PhoneNum05036480521
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T MOOMAW
ReturnHeader/ReturnTs02018-11-15T11:36:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$108,795
Liabilities
-
Net assets
$108,795
Revenue
$55,000
Expenses
$105,859
Net income
-$50,859
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