Civic Intelligence

Association for Talent Development Cascadia Chapter

990EZ • Fiscal year 2015 • EIN 51-0222873

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 14, 2016

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

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

13th percentile

-25%

Higher net margin than 13% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

89th percentile

$38,400

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 40.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-56%

Faster asset growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-31%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$18,597

Down $18,112 (-49%) from 2013

Net Assets

Down

$18,597

Down $18,112 (-49%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$96,056

Down $33,658 (-26%) from 2013

Expenses

Down

$119,952

Down $15,148 (-11%) from 2013

Net Income

Down

-$23,896

Down $18,510 (-344%) from 2013

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: $18,597Liabilities 2015: $0Net 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: $14,511Net 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

2015

Assets$18,597
Liabilities$0
Net Assets$18,597

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

2015

Revenue$96,056
Expenses$119,952
Net Income-$23,896
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 14, 2016
Return Version
2015v2.0
Gross Receipts
$96,056
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.$87,340-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN BERGQUISTExecutive DirectorPT$38,400-$38,400
GRANT AXTELLPresident-$0--
DJ NETZPresident Elect-$0--
SUSAN VAN DE WATERPast President-$0--
ERIN HOLBROOKDirector-$0--
ADRIANE JONESDirector-$0--
KELLY KEMPDirector-$0--
BOB LEWISDirector-$0--
PAM MOOREDirector-$0--
KELLY SILLSDirector-$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
2016-04-14
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 $1325

Other Expenses.1003

Information Technology $11813

Other Expenses.1007

Conferences, Conventions, and Meetings $2294

Other Expenses.1012

Insurance $2740

Other Expenses.1

PROGRAM EXPENSES $48663

Other Expenses.2

CC FEES $3368

Other Expenses.3

BOARD EXPENSES $2271

Other Expenses.4

Leadership conference $2033

Other Expenses.5

TAX & LICENSES $225

Raw XML Appendix205 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/CompensationAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GRANT AXTELL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN HOLBROOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ADRIANE JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KELLY KEMP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATHLEEN BERGQUIST
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/OtherExpensesTotalAmt074732
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Association for Talent Development, Cascadia Chapter, empowers professionals to develop talent in the workplace.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt087340
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119952
IRS990EZ/TotalProgramServiceExpensesAmt087340
IRS990EZ/TotalRevenueAmt096056
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.tdcascadia.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt024068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024248
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt031099
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt071979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0115303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt098582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt088238
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt062683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0436785
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt038
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0134
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0120258
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt085188
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt085228
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0570859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $11813
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $2294
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM EXPENSES $48663
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CC FEES $3368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD EXPENSES $2271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LEADERSHIP CONFERENCE $2033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAX & LICENSES $225
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN BERGQUIST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Association for Talent Development -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Cascadia Chapter
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0510222873
ReturnHeader/Filer/PhoneNum05035791552
ReturnHeader/Filer/USAddress/AddressLine1Txt014780 SW Osprey Drive Suite 365
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097007
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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/PreparerPersonNm0Cheryl L Morgan CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-04-14T16:06:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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
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$0.00$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