Civic Intelligence

Association for Talent Development Cascadia Chapter

990EZ • Fiscal year 2019 • EIN 51-0222873

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 14, 2020

Organization Profilewww.tdcascadia.org
14845 SW Murray Scholls Dr POB 348Beaverton, OR 97007

(503) 579-1552

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

28th percentile

-6.3%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

89th percentile

$39,440

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 37.6% of source-year revenue.

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

Asset Growth

15th percentile

-31%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

52nd percentile

2.3%

Faster revenue growth than 52% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$14,511

Down $6,652 (-31%) from 2018

Net Assets

Down

$14,511

Down $6,652 (-31%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin28th percentile

Revenue

Up

$104,971

Up $2,395 (+2.3%) from 2018

Expenses

Up

$111,623

Up $8,597 (+8.3%) from 2018

Net Income

Down

-$6,652

Down $6,202 (-1378%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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: $26,002Net Assets 2016: $26,0022016Assets 2017: $21,613Net Assets 2017: $21,6132017Assets 2018: $21,163Net Assets 2018: $21,1632018Assets 2019: $14,511Liabilities 2019: $0Net 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

2019

Assets$14,511
Liabilities$0
Net Assets$14,511
Open 2019 Filing

Operations Trend

Revenue Growth52nd percentile

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

2019

Revenue$104,971
Expenses$111,623
Net Income-$6,652
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 14, 2020
Return Version
2019v5.0
Gross Receipts
$104,971
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.$70,703-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN BERGQUISTExecutive DirectorPT$39,440-$39,440
ERIN BAIRPresident-$0--
DIANE GILMOREPast President-$0--
D J NETZSec/Treas-$0--
STEVE BROOKSDirector-$0--
KERRI NUSSBAUMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Association for Talent Development
EIN
51-0222873
Phone
5035791552
Address
14845 SW Murray Scholls Dr POB 348, Beaverton, OR 97007

Signing Officer

Name
D J Netz
Title
Sec/treas
Signed
2020-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
James J Huynh CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1891”

Other Expenses.1003

“Information Technology $5920”

Other Expenses.1007

“Conferences, Conventions, and Meetings $667”

Other Expenses.1012

“Insurance $1880”

Other Expenses.1

“PROGRAM EXPENSES $36586”

Other Expenses.2

“EVENTS EXPENSES $4470”

Other Expenses.3

“CC FEES $4439”

Other Expenses.4

“BOARD EXPENSES $1789”

Other Expenses.5

“TAX & LICENSES $211”

Raw XML Appendix179 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014845 SW Murray Scholls Drive SUITE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BEAVERTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021163
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014511
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019429
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6652
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014330
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021163
IRS990EZ/Form990TotalAssetsGrp/EOYAmt014511
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0104971
IRS990EZ/GroupExemptionNum03066
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021163
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014511
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021163
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014511
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt44.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt516.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt539440
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIN BAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DIANE GILMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2D J NETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE BROOKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KERRI NUSSBAUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KATHLEEN BERGQUIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SEC/TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Executive Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt057853
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Association for Talent Development, Cascadia Chapter, empowers professionals to develop talent in the workplace.
IRS990EZ/ProgramServiceRevenueAmt085542
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0There 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt070703
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt039440
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0111623
IRS990EZ/TotalProgramServiceExpensesAmt070703
IRS990EZ/TotalRevenueAmt0104971
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.tdcascadia.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019429
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022446
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt021666
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026473
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0114082
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt085542
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080130
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt093033
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt071979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0413028
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0527110
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0104971
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0102576
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0104010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0119506
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt096047
IRS990ScheduleA/Total509Grp/TotalAmt0527110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0104971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0102576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0104010
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0119506
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt096056
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0527119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $5920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $667
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXPENSES $36586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EVENTS EXPENSES $4470
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CC FEES $4439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BOARD EXPENSES $1789
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAX & LICENSES $211
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0D J NETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Association for Talent Development
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Cascadia Chapter
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0510222873
ReturnHeader/Filer/PhoneNum05035791552
ReturnHeader/Filer/USAddress/AddressLine1Txt014845 SW Murray Scholls Dr POB 348
ReturnHeader/Filer/USAddress/CityNm0Beaverton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931157146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kern & Thompson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 SW First Avenue Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097201
ReturnHeader/PreparerPersonGrp/PhoneNum05032223338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James J Huynh CPA
ReturnHeader/ReturnTs02020-03-10T15:59:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,511
Liabilities
$0
Net assets
$14,511
Revenue
$104,971
Expenses
$111,623
Net income
-$6,652
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
2019Detailed filing. Detailed filing data is available for this year.$0.15$0.00$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$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