Civic Intelligence

Eagleridge High School

990 • Fiscal year 2015 • EIN 20-3837778

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 11, 2016

Refreshing map…

677 S 7th StreetKlamath Falls, OR 97601

(541) 882-6630

Siviq Scores

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

Liabilities / Assets

86th percentile

0.76x

Higher debt load relative to assets than 86% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.48x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

86th percentile

31%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

96th percentile

111%

Faster asset growth than 96% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

2.9%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,022,280

Up $538,542 (+111%) from 2014

Net Assets

Down

$244,126

Down $131,787 (-35%) from 2014

Liabilities

Up

$778,154

Up $670,329 (+622%) from 2014

Revenue

Up

$1,616,093

Up $45,467 (+2.9%) from 2014

Expenses

Down

$1,110,285

Down $364,908 (-25%) from 2014

Net Income

Up

$505,808

Up $410,375 (+430%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $536,668Liabilities 2010: $80,836Net Assets 2010: $455,8322010Assets 2011: $462,596Liabilities 2011: $100,035Net Assets 2011: $362,5612011Assets 2012: $447,960Liabilities 2012: $107,003Net Assets 2012: $340,9572012Assets 2013: $351,879Liabilities 2013: $69,576Net Assets 2013: $282,3032013Assets 2014: $483,738Liabilities 2014: $107,825Net Assets 2014: $375,9132014Assets 2015: $1,022,280Liabilities 2015: $778,154Net Assets 2015: $244,1262015Assets 2016: $3,928,325Liabilities 2016: $3,467,241Net Assets 2016: $461,0842016Assets 2017: $4,598,862Liabilities 2017: $4,049,880Net Assets 2017: $548,9822017Assets 2018: $4,418,127Liabilities 2018: $3,945,776Net Assets 2018: $472,3512018Assets 2019: $4,397,048Liabilities 2019: $3,813,655Net Assets 2019: $583,3932019Assets 2020: $4,576,288Liabilities 2020: $4,179,262Net Assets 2020: $397,0262020Assets 2021: $5,007,675Liabilities 2021: $4,484,712Net Assets 2021: $522,9632021Assets 2022: $4,735,002Liabilities 2022: $4,126,755Net Assets 2022: $608,2472022Assets 2023: $4,685,740Liabilities 2023: $3,927,336Net Assets 2023: $758,4042023

Highlighted filing

2015

Assets$1,022,280
Liabilities$778,154
Net Assets$244,126

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,028,5342010Revenue 2011: $1,260,846Expenses 2011: $1,354,804Net Income 2011: -$93,9582011Expenses 2012: $1,492,7382012Expenses 2013: $1,512,3392013Revenue 2014: $1,570,626Expenses 2014: $1,475,193Net Income 2014: $95,4332014Revenue 2015: $1,616,093Expenses 2015: $1,110,285Net Income 2015: $505,8082015Revenue 2016: $2,417,804Expenses 2016: $2,202,338Net Income 2016: $215,4662016Revenue 2017: $1,626,528Expenses 2017: $1,531,361Net Income 2017: $95,1672017Revenue 2018: $1,712,498Expenses 2018: $1,787,484Net Income 2018: -$74,9862018Revenue 2019: $1,781,072Expenses 2019: $1,679,614Net Income 2019: $101,4582019Revenue 2020: $1,879,634Expenses 2020: $2,065,300Net Income 2020: -$185,6662020Revenue 2021: $2,246,484Expenses 2021: $2,111,014Net Income 2021: $135,4702021Revenue 2022: $2,075,298Expenses 2022: $1,992,112Net Income 2022: $83,1862022Revenue 2023: $2,296,380Expenses 2023: $2,155,707Net Income 2023: $140,6732023

Highlighted filing

2015

Revenue$1,616,093
Expenses$1,110,285
Net Income$505,808
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$1,616,093
Mission and Program Overview

Mission

To provide a caring, small school environment where students learn to respectfully communicate and collaborate through projects and technology while preparing for a smooth transition to either college or career and service to their community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$275,451$348,445▲ $72,994
Land, Buildings, and Equipment, Net$30,567$41,013▲ $10,446
Accounts Receivable$350$91▼ $259
Total Assets$483,738$1,022,280▲ $538,542
Other Assets Total$177,370$632,731▲ $455,361
Liabilities
Deferred Revenue-$671,869-
Accounts Payable and Accrued Expenses$107,825$106,285▼ $1,540
Total Liabilities$107,825$778,154▲ $670,329
Net Assets / Fund Balance
Permanently Rstr Net Assets$112,370$109,187▼ $3,183
Unrestricted Net Assets$232,976$93,926▼ $139,050
Temporarily Rstr Net Assets$30,567$41,013▲ $10,446
Total Net Assets Fund Balance$375,913$244,126▼ $131,787
Total Liabilities and Net Assets / Fund Balance$483,738$1,022,280▲ $538,542

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$41,013$157,358$198,371
Other Assets Org$9,187--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Loren LawriePresident
Carol DouganBoard Member
Joanne CarsonBoard Member
Wendy ClarkBoard Memebe
Julie Murray-jensen-
William GanongSecretary
Dianne SpiresTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,615,835
Program Service Revenue
$0
Investment Income
$258
Other Revenue
$0
All Other Contributions
$33,489
Change in Net Assets
$505,808

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,616,093
Total Revenue per Audited Statements
$1,616,093
Total Revenue per Form 990
$1,616,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$591,884
Other Expenses$518,401
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$663,330$31,475-$694,805
Occupancy$261,221--$261,221
Other Employee Benefits$128,828$14,251-$143,079
Payroll Taxes$66,661$3,163-$69,824
Information Technology$44,952--$44,952
Depreciation Depletion$20,081$12-$20,093
Insurance$14,390--$14,390
Fees for Services Accounting$5,388$8,827-$14,215
Office Expenses$8,182--$8,182
Fees for Services Other$6,369--$6,369
Travel$3,046--$3,046
Advertising$1,217--$1,217
Other Expenses$730--$730
Pension Plan Contributions$-301,517$-14,307-$-315,824
Total Functional Expenses$1,066,864$43,421$0$1,110,285

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,110,285
Expenses per Audited Statements$1,100,741
Total Expenses per Audited Statements$1,100,741
Expenses Not Reported on Financial Statements$9,544
Other Expense Adjustments$9,544
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy is e-mailed to the board members prior to the board meeting in which there is discussion about the return.

Form 990, Page 6, Part VI, Line 12C

Each director signed a conflict of interest policy. If one exists it would be addressed immediately.

Form 990, Page 6, Part VI, Line 15A

Director (principal of school) is reviewed annually by the board of directors.

Form 990, Page 6, Part VI, Line 15B

Officers are not paid however are self reviewed annually. Other employees are reviewed by the director (principal) then discussed with the executive committee.

Form 990, Page 6, Part VI, Line 19

Documents are made available to the public upon request. There is a web site that anyone can ask questions and recieve information.

Filing and Contact Details

Filer

Filer Name
Eagleridge High School
EIN
20-3837778
Phone
5418826630
Address
677 S 7TH STREET, KLAMATH FALLS, OR 97601

Signing Officer

Name
Dianne Spires
Title
Treasurer
Phone
5418826630
Signed
2016-02-11

Organization Details

Principal Officer
Loren Lawrie
Formed
2005
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
43

Preparer

Firm
Rusth Spires & Assoc Llp
Address
422 S 5TH ST, KLAMATH FALLS, OR 97601-6110
Preparer
Dianne E Spires
Phone
5418826630
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide a caring, small school environment where students learn to respectfully communicate and collaborate through projects and technology while preparing for a smooth transition to either college or career and service to their community.

Form 990, Page 1, Part I, Line 6

Volunteers are generally parents of students and do many things for the students such as fundraising for the seniors and other clubs.

Form 990, Part XI, Line 9

Book / tax depreciation difference 9,544

Form 990, Part XI, Line 9

ROUNDING 2

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 4B

Book / tax depreciation difference 9,544

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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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IRS990ScheduleD/TotalRevenuePerForm990Amt01616093
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01616093
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01100741
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICY IS PRODUCED IN ALL PUBLIC DOCUMENTS, ADVERTISEMENTS & BROCHURES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE A CARING, SMALL SCHOOL ENVIRONMENT WHERE STUDENTS LEARN TO RESPECTFULLY COMMUNICATE AND COLLABORATE THROUGH PROJECTS AND TECHNOLOGY WHILE PREPARING FOR A SMOOTH TRANSITION TO EITHER COLLEGE OR CAREER AND SERVICE TO THEIR COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS ARE GENERALLY PARENTS OF STUDENTS AND DO MANY THINGS FOR THE STUDENTS SUCH AS FUNDRAISING FOR THE SENIORS AND OTHER CLUBS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY IS E-MAILED TO THE BOARD MEMBERS PRIOR TO THE BOARD MEETING IN WHICH THERE IS DISCUSSION ABOUT THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH DIRECTOR SIGNED A CONFLICT OF INTEREST POLICY. IF ONE EXISTS IT WOULD BE ADDRESSED IMMEDIATELY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DIRECTOR (PRINCIPAL OF SCHOOL) IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OFFICERS ARE NOT PAID HOWEVER ARE SELF REVIEWED ANNUALLY. OTHER EMPLOYEES ARE REVIEWED BY THE DIRECTOR (PRINCIPAL) THEN DISCUSSED WITH THE EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THERE IS A WEB SITE THAT ANYONE CAN ASK QUESTIONS AND RECIEVE INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOOK / TAX DEPRECIATION DIFFERENCE 9,544
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ROUNDING 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt030567
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt041013
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0483738
IRS990/TotalAssetsEOYAmt01022280
IRS990/TotalAssetsGrp/BOYAmt0483738
IRS990/TotalAssetsGrp/EOYAmt01022280
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01615835
IRS990/TotalEmployeeCnt043
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043421
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01066864
IRS990/TotalFunctionalExpensesGrp/TotalAmt01110285
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0107825
IRS990/TotalLiabilitiesEOYAmt0778154
IRS990/TotalLiabilitiesGrp/BOYAmt0107825
IRS990/TotalLiabilitiesGrp/EOYAmt0778154
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0375913
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0244126
IRS990/TotalProgramServiceExpensesAmt01066864
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0258
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01616093
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0483738
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01022280
IRS990/TravelGrp/ProgramServicesAmt03046
IRS990/TravelGrp/TotalAmt03046
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0232976
IRS990/UnrestrictedNetAssetsGrp/EOYAmt093926
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0803 MAIN STREET
IRS990/USAddress/CityNm0KLAMATH FALLS
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097601
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.EAGLERIDGEHIGH.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANNE SPIRES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05418826630
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EAGLERIDGE HIGH SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0EAGL
ReturnHeader/Filer/EIN0203837778
ReturnHeader/Filer/PhoneNum05418826630
ReturnHeader/Filer/USAddress/AddressLine1Txt0677 S 7TH STREET
ReturnHeader/Filer/USAddress/CityNm0KLAMATH FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930922944
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUSTH SPIRES & ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0422 S 5TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KLAMATH FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0976016110
ReturnHeader/PreparerPersonGrp/PhoneNum05418826630
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANNE E SPIRES
ReturnHeader/ReturnTs02016-02-12T12:40:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.69$3.93$0.76$2.30$2.16$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$4.13$0.61$2.08$1.99$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$4.48$0.52$2.25$2.11$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$4.18$0.40$1.88$2.07$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$3.81$0.58$1.78$1.68$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$3.95$0.47$1.71$1.79$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$4.05$0.55$1.63$1.53$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.93$3.47$0.46$2.42$2.20$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.78$0.24$1.62$1.11$0.51
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.11$0.38$1.57$1.48$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.07$0.28$1.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.11$0.34$1.49
2011Summary only. Only limited summary data is available for this year.$0.46$0.10$0.36$1.26$1.35$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.08$0.46$1.03