Civic Intelligence

Northwest Regional Esd Foundation

990 • Fiscal year 2019 • EIN 20-5449967

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 03, 2020

5825 NE Ray CircleHillsboro, OR 97124

(503) 844-5716

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

43rd percentile

0.5%

Higher net margin than 43% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

3.6%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

480%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$73,342

Up $2,561 (+3.6%) from 2018

Net Assets

Up

$73,342

Up $2,561 (+3.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$469,041

Up $388,234 (+480%) from 2018

Expenses

Up

$466,480

Up $399,886 (+600%) from 2018

Net Income

Down

$2,561

Down $11,652 (-82%) from 2018

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $83,793Liabilities 2011: $0Net Assets 2011: $83,7932011Assets 2012: $78,429Liabilities 2012: $0Net Assets 2012: $78,4292012Assets 2013: $81,047Liabilities 2013: $0Net Assets 2013: $81,0472013Assets 2014: $61,370Liabilities 2014: $0Net Assets 2014: $61,3702014Assets 2015: $52,026Liabilities 2015: $0Net Assets 2015: $52,0262015Assets 2016: $58,005Liabilities 2016: $0Net Assets 2016: $58,0052016Assets 2017: $56,568Liabilities 2017: $0Net Assets 2017: $56,5682017Assets 2018: $70,781Liabilities 2018: $0Net Assets 2018: $70,7812018Assets 2019: $73,342Liabilities 2019: $0Net Assets 2019: $73,3422019Assets 2020: $56,284Liabilities 2020: $0Net Assets 2020: $56,2842020Assets 2021: $73,778Liabilities 2021: $0Net Assets 2021: $73,7782021Assets 2022: $56,540Liabilities 2022: $0Net Assets 2022: $56,5402022Assets 2023: $53,364Liabilities 2023: $0Net Assets 2023: $53,3642023Assets 2024: $62,295Liabilities 2024: $0Net Assets 2024: $62,2952024Assets 2025: $64,807Liabilities 2025: $0Net Assets 2025: $64,8072025

Highlighted filing

2019

Assets$73,342
Liabilities$0
Net Assets$73,342

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $61,589Expenses 2011: $71,780Net Income 2011: -$10,1912011Revenue 2012: $75,470Expenses 2012: $80,834Net Income 2012: -$5,3642012Revenue 2013: $64,971Expenses 2013: $62,353Net Income 2013: $2,6182013Revenue 2014: $69,129Expenses 2014: $88,806Net Income 2014: -$19,6772014Revenue 2015: $43,365Expenses 2015: $52,709Net Income 2015: -$9,3442015Revenue 2016: $71,682Expenses 2016: $65,703Net Income 2016: $5,9792016Revenue 2017: $63,534Expenses 2017: $64,971Net Income 2017: -$1,4372017Revenue 2018: $80,807Expenses 2018: $66,594Net Income 2018: $14,2132018Revenue 2019: $469,041Expenses 2019: $466,480Net Income 2019: $2,5612019Revenue 2020: $272,195Expenses 2020: $289,253Net Income 2020: -$17,0582020Revenue 2021: $1,010,317Expenses 2021: $992,823Net Income 2021: $17,4942021Revenue 2022: $270,631Expenses 2022: $287,869Net Income 2022: -$17,2382022Revenue 2023: $39,993Expenses 2023: $43,169Net Income 2023: -$3,1762023Revenue 2024: $39,221Expenses 2024: $30,290Net Income 2024: $8,9312024Revenue 2025: $41,102Expenses 2025: $38,590Net Income 2025: $2,5122025

Highlighted filing

2019

Revenue$469,041
Expenses$466,480
Net Income$2,561
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 3, 2020
Return Version
2018v3.2
Gross Receipts
$475,289
Mission and Program Overview

Mission

To support education programs that serve students, with a preference for underprivileged and special needs youth, in oregon public schools in clatsop, columbia, tillamook and washington counties.

To support education programs serving underprivileged and special needs students in oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$70,781$73,342▲ $2,561
Cash and Non-Interest-Bearing Accounts$34,849$37,399▲ $2,550
Savings and Temporary Cash Investments$35,932$35,943▲ $11
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$70,781$73,342▲ $2,561
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$70,781$73,342▲ $2,561
Total Liabilities and Net Assets / Fund Balance$70,781$73,342▲ $2,561
Compensation and Service Providers

Board Members and Trustees

NameTitle
Karen FoleyPresident & Trustee
Adaire MillerSecretary & Trustee
Wee Yuen ChinTreasurer & Trustee
Dr Katie RileyTrustee
Jef ConditTrustee
Joseph ChristyTrustee
Steve PetruzelliTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$468,510
Program Service Revenue
$0
Investment Income
$21
Other Revenue
$510
All Other Contributions
$453,161
Change in Net Assets
$2,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$463,726
Other Expenses$2,754
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$463,726--$463,726
Insurance-$1,521-$1,521
Conferences and Meetings$598--$598
Information Technology-$488-$488
Other Expenses-$50-$50
Total Functional Expenses$464,324$2,156$0$466,480
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nw Regional Education Service DistrictHillsboro, OR115PROGRAMS FOR SPECIAL NEEDS AND UNDERPRIVILEGED STUDENTS - FOR TEACHER MINI-GRANTS, $29,726; FOR OTHER PROGRAMS, $434,000$463,726
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,248
Fundraising Gross Income$6,099
Gaming Gross Income$659
Gaming Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
On-line Auction$8,528$4,264$4,325$-61
Social & Auction$12,920$1,835$1,923$-88
Total Events$21,448$6,099$6,248$-149
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
Yes
Audit committee
No
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
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 B, Line 11B

The treasurer will review the form 990 before filing, and will present it to the board of trustees at a regularly scheduled board meeting, after the return is filed.

Form 990, Part VI, Section B, Line 15

No management official or other officer is compensated. The organization has no key employees.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents or financial statements available to the public and does not have a conflict of interest policy at this time.

Filing and Contact Details

Filer

Filer Name
Northwest Regional Esd Foundation
EIN
20-5449967
Phone
5038445716
Address
5825 NE RAY CIRCLE, HILLSBORO, OR 97124

Signing Officer

Name
Wee Yuen Chin
Title
Treasurer
Phone
5038445716
Signed
2020-07-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Foley
Formed
2006
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
20

Preparer

Firm
Perkins & Company Pc
Address
1211 SW FIFTH AVE SUITE 1000, PORTLAND, OR 97204-3710
Preparer
Cynthia P Bartholomew
Phone
5032210336
Raw XML Appendix390 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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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt08528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012920
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021448
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt01835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06099
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-149
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06248
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04325
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01923
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0463726
IRS990ScheduleI/RecipientTable/IRCSectionDesc0115
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAMS FOR SPECIAL NEEDS AND UNDERPRIVILEGED STUDENTS - FOR TEACHER MINI-GRANTS, $29,726; FOR OTHER PROGRAMS, $434,000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NW REGIONAL EDUCATION SERVICE DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0205449967
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05825 NE RAY CIRCLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HILLSBORO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097124
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NW REGIONAL EDUCATION SERVICE DISTRICT PROVIDES EXPENDITURE AND OTHER FINANCIAL REPORTS AS AGREED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER WILL REVIEW THE FORM 990 BEFORE FILING, AND WILL PRESENT IT TO THE BOARD OF TRUSTEES AT A REGULARLY SCHEDULED BOARD MEETING, AFTER THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO MANAGEMENT OFFICIAL OR OTHER OFFICER IS COMPENSATED. THE ORGANIZATION HAS NO KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AND DOES NOT HAVE A CONFLICT OF INTEREST POLICY AT THIS TIME.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt070781
IRS990/TotalAssetsEOYAmt073342
IRS990/TotalAssetsGrp/BOYAmt070781
IRS990/TotalAssetsGrp/EOYAmt073342
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0468510
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02156
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0464324
IRS990/TotalFunctionalExpensesGrp/TotalAmt0466480
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt070781
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt073342
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0464324
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0531
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0469041
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt070781
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt073342
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05825 NE RAY CIRCLE
IRS990/USAddress/CityNm0HILLSBORO
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097124
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.NWRESDFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WEE YUEN CHIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05038445716
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTHWEST REGIONAL ESD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0205449967
ReturnHeader/Filer/PhoneNum05038445716
ReturnHeader/Filer/USAddress/AddressLine1Txt05825 NE RAY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0HILLSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097124
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0107EDC9825E31507E2C414B50C50019CDA1077BD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD3A26AB40F0EF06CCCB8D041DCC93DCE70221C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt020.36.17.116
ReturnHeader/FilingSecurityInformation/IPDt02020-07-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:59:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930928924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERKINS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01211 SW FIFTH AVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972043710
ReturnHeader/PreparerPersonGrp/PhoneNum05032210336
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA P BARTHOLOMEW
ReturnHeader/ReturnTs02020-07-08T10:08:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.04$0.04$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.04$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.04$0.04$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.27$0.29$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.01$0.99$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.27$0.29$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.47$0.47$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.08$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.06$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.07$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.04$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.07$0.09$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.06$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.08$0.08$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.06$0.07$0.01