Civic Intelligence

Association for Talent Development Cascadia Chapter

990EZ • Fiscal year 2016 • EIN 51-0222873

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 18, 2017

14780 SW Osprey Drive Suite 365Beaverton, OR 97007

(503) 579-1552

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

57th percentile

6.2%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

89th percentile

$38,400

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 32.1% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

40%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$26,002

Up $7,405 (+40%) from 2015

Net Assets

Up

$26,002

Up $7,405 (+40%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$119,506

Up $23,450 (+24%) from 2015

Expenses

Down

$112,101

Down $7,851 (-6.5%) from 2015

Net Income

Up

$7,405

Up $31,301 (+131%) from 2015

Historical Trend

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2010: $49,673Net Assets 2010: $49,6732010Assets 2011: $29,787Net Assets 2011: $29,7872011Assets 2012: $42,095Net Assets 2012: $42,0952012Assets 2013: $36,709Net Assets 2013: $36,7092013Assets 2015: $18,597Net Assets 2015: $18,5972015Assets 2016: $26,002Liabilities 2016: $0Net Assets 2016: $26,0022016Assets 2017: $21,613Net Assets 2017: $21,6132017Assets 2018: $21,163Net Assets 2018: $21,1632018Assets 2019: $14,511Net Assets 2019: $14,5112019Assets 2020: $30,507Net Assets 2020: $30,5072020Assets 2021: $35,645Net Assets 2021: $35,6452021Assets 2022: $48,603Net Assets 2022: $48,6032022Assets 2024: $18,066Net Assets 2024: $18,0662024

Highlighted filing

2016

Assets$26,002
Liabilities$0
Net Assets$26,002

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $108,723Expenses 2010: $92,388Net Income 2010: $16,3352010Revenue 2011: $85,228Expenses 2011: $105,114Net Income 2011: -$19,8862011Revenue 2012: $120,296Expenses 2012: $107,988Net Income 2012: $12,3082012Revenue 2013: $129,714Expenses 2013: $135,100Net Income 2013: -$5,3862013Revenue 2015: $96,056Expenses 2015: $119,952Net Income 2015: -$23,8962015Revenue 2016: $119,506Expenses 2016: $112,101Net Income 2016: $7,4052016Revenue 2017: $104,010Expenses 2017: $108,399Net Income 2017: -$4,3892017Revenue 2018: $102,576Expenses 2018: $103,026Net Income 2018: -$4502018Revenue 2019: $104,971Expenses 2019: $111,623Net Income 2019: -$6,6522019Revenue 2020: $71,325Expenses 2020: $55,329Net Income 2020: $15,9962020Revenue 2021: $51,558Expenses 2021: $46,420Net Income 2021: $5,1382021Revenue 2022: $59,902Expenses 2022: $46,944Net Income 2022: $12,9582022Revenue 2024: $56,666Expenses 2024: $81,777Net Income 2024: -$25,1112024

Highlighted filing

2016

Revenue$119,506
Expenses$112,101
Net Income$7,405
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 18, 2017
Return Version
2016v3.0
Gross Receipts
$119,506
Mission and Program Overview

Mission

The Association for Talent Development, Cascadia Chapter, empowers professionals to develop talent in the workplace.

Program Services

DescriptionGrantsExpenses
There are approximately 70-80 different types of program offerings in professional development to keep 1,500 professionals current in their fields. Programs are offered throughout Oregon and SW Washington.$84,494-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN BERGQUISTExecutive DirectorPT$38,400-$38,400
DJ NETZPresident-$0--
DIANE GILMOREPresident Elect-$0--
GRANT AXTELLPast President-$0--
KIMBERLY HOWARDDirector-$0--
STEVE BROOKSDirector-$0--
KELLY KEMPDirector-$0--
SUSAN VAN DE WATERDirector-$0--
ERIN HOLBROOKDirector-$0--
ADRIANE JONESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Association for Talent Development -
EIN
51-0222873
Phone
5035791552
Address
14780 SW Osprey Drive Suite 365, Beaverton, OR 97007

Signing Officer

Name
Kathleen Bergquist
Title
Executive Director
Signed
2017-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Cheryl L Morgan CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1343

Other Expenses.1003

Information Technology $4721

Other Expenses.1007

Conferences, Conventions, and Meetings $2279

Other Expenses.1

PROGRAM EXPENSES $51292

Other Expenses.2

CC FEES $4062

Other Expenses.3

BOARD EXPENSES $2364

Other Expenses.4

Leadership conference $1295

Other Expenses.5

TAX & LICENSES $45

Raw XML Appendix200 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt067401
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0112101
IRS990EZ/TotalProgramServiceExpensesAmt084494
IRS990EZ/TotalRevenueAmt0119506
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/InvestmentIncomeCYPct00.00020
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $4721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $2279
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES $51292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CC FEES $4062
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN BERGQUIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Association for Talent Development -
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ReturnHeader/Filer/EIN0510222873
ReturnHeader/Filer/PhoneNum05035791552
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ReturnHeader/PreparerPersonGrp/PhoneNum05032223338
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-04-18T17:54:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.57$0.82$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.49$0.60$0.47$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.36$0.52$0.46$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.31$0.71$0.55$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.15$1.05$1.12$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.21$1.03$1.03$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.22$1.04$1.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$1.20$1.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.19$0.96$1.20$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.37$1.30$1.35$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.42$1.20$1.08$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.30$0.85$1.05$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.50$1.09$0.92$0.16