Civic Intelligence

Nw High Performance Enterprise Consortium

990 • Fiscal year 2016 • EIN 68-0510491

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 21, 2017

PO Box 96268Portland, OR 97296

(503) 397-1759

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.00x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

35th percentile

-2.8%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

97th percentile

$106,760

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 40.1% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-3.3%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$215,022

Down $7,336 (-3.3%) from 2015

Net Assets

Down

$215,022

Down $7,336 (-3.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$265,981

Up $38,026 (+17%) from 2015

Expenses

Down

$273,317

Down $25,832 (-8.6%) from 2015

Net Income

Up

-$7,336

Up $63,858 (+90%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $294,168Liabilities 2010: $0Net Assets 2010: $294,1682010Assets 2011: $292,761Liabilities 2011: $0Net Assets 2011: $292,7612011Assets 2012: $325,935Liabilities 2012: $919Net Assets 2012: $325,0162012Assets 2013: $345,211Liabilities 2013: $619Net Assets 2013: $344,5922013Assets 2014: $293,552Liabilities 2014: $0Net Assets 2014: $293,5522014Assets 2015: $222,358Liabilities 2015: $0Net Assets 2015: $222,3582015Assets 2016: $215,022Liabilities 2016: $0Net Assets 2016: $215,0222016Assets 2017: $192,146Liabilities 2017: $8,680Net Assets 2017: $183,4662017Assets 2018: $223,852Liabilities 2018: $4,646Net Assets 2018: $219,2062018Assets 2019: $217,558Liabilities 2019: $1,214Net Assets 2019: $216,3442019Assets 2020: $220,150Liabilities 2020: $824Net Assets 2020: $219,3262020Assets 2021: $211,379Liabilities 2021: $238Net Assets 2021: $211,1412021Assets 2022: $231,057Liabilities 2022: $1,145Net Assets 2022: $229,9122022Assets 2023: $239,278Liabilities 2023: $792Net Assets 2023: $238,4862023Assets 2024: $258,491Liabilities 2024: $1,223Net Assets 2024: $257,2682024

Highlighted filing

2016

Assets$215,022
Liabilities$0
Net Assets$215,022

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $165,611Expenses 2010: $190,615Net Income 2010: -$25,0042010Expenses 2011: $216,5322011Expenses 2012: $192,5002012Revenue 2013: $233,163Expenses 2013: $213,587Net Income 2013: $19,5762013Revenue 2014: $226,296Expenses 2014: $277,336Net Income 2014: -$51,0402014Revenue 2015: $227,955Expenses 2015: $299,149Net Income 2015: -$71,1942015Revenue 2016: $265,981Expenses 2016: $273,317Net Income 2016: -$7,3362016Revenue 2017: $229,060Expenses 2017: $260,616Net Income 2017: -$31,5562017Revenue 2018: $286,466Expenses 2018: $250,726Net Income 2018: $35,7402018Revenue 2019: $249,624Expenses 2019: $252,486Net Income 2019: -$2,8622019Revenue 2020: $172,658Expenses 2020: $169,676Net Income 2020: $2,9822020Revenue 2021: $172,789Expenses 2021: $180,974Net Income 2021: -$8,1852021Revenue 2022: $194,730Expenses 2022: $175,959Net Income 2022: $18,7712022Revenue 2023: $222,514Expenses 2023: $213,940Net Income 2023: $8,5742023Revenue 2024: $247,067Expenses 2024: $228,285Net Income 2024: $18,7822024

Highlighted filing

2016

Revenue$265,981
Expenses$273,317
Net Income-$7,336
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 21, 2017
Return Version
2016v3.0
Gross Receipts
$265,981
Mission and Program Overview

Mission

To provide a forum for education and the exchange of information regarding continuous improvement of practices and processes of enterprises in the pacific northwest region of the united states.

To provide a forum for education and information exchange to improve enterprises in the pacific nw.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$222,358$215,022▼ $7,336
Cash and Non-Interest-Bearing Accounts$150,653$150,698▲ $45
Savings and Temporary Cash Investments$59,805$53,357▼ $6,448
Land, Buildings, and Equipment, Net$11,900$10,967▼ $933
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$222,358$215,022▼ $7,336
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$222,358$215,022▼ $7,336
Total Liabilities and Net Assets / Fund Balance$222,358$215,022▼ $7,336

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,967$3,033$14,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Julie SimmonsExecutive DirectorFT$106,760$106,760

Board Members and Trustees

NameTitle
Alex ThomasonPresident and Director
Dale GehringDirector
Frank TwardochDirector
Jennifer AyersDirector
Richard CarrollDirector
Rick AlvaradoDirector
Steve RichardsonDirector
Michael FunkeVP Finance and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$263,750
Investment Income
$286
Other Revenue
$1,945
Change in Net Assets
$-7,336
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$166,557
Salaries, Compensation, and Employee Benefits$106,760
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$106,760
Travel---$25,600
Conferences and Meetings---$9,565
Office Expenses---$8,680
Information Technology---$4,553
Other Expenses---$2,757
Insurance---$2,183
All Other Expenses---$1,000
Advertising---$942
Depreciation Depletion---$933
Fees for Services Accounting---$50
Total Functional Expenses$0$0$0$273,317
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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 A, Line 6

The organization has members who elect the members of the governing body at the annual membership meeting.

Form 990, Part VI, Section A, Line 7A

Each member has one vote to cast to elect board directors to the organization's governing body. The vote is cast as part of the annual membership meeting.

Form 990, Part VI, Section B, Line 11B

The vice president of finance reviews the form 990 prior to filing.

Form 990, Part VI, Section B, Line 15A

The executive director's compensation is determined by benchmarking salary ranges of similar type positions through employment search sites, such as monster.com. Annually, the executive director completes a performance review and is rated based on achieving set performance dimensions, goals and objectives. A salary increase is awarded when the executive director achieves a high rating.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and tax returns available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Nw High Performance
EIN
68-0510491
Phone
5033971759
Address
PO BOX 96268, PORTLAND, OR 97296

Signing Officer

Name
Steve Richardson
Title
VP Finance
Phone
5033971759
Signed
2017-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Richardson
Formed
2002
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
8

Preparer

Firm
Perkins & Company Pc
Address
1211 SW FIFTH AVE SUITE 1000, PORTLAND, OR 97204-3710
Preparer
Roy Abramowitz
Phone
5032210336
Raw XML Appendix342 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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IRS990/BooksInCareOfDetail/PhoneNum05033971759
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IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL FUNKE
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IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD CARROLL
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IRS990/Form990PartVIISectionAGrp/PersonNm6DALE GEHRING
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IRS990/Form990PartVIISectionAGrp/PersonNm8JULIE SIMMONS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP FINANCE AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/ProgSrvcAccomActy3Grp/Desc0LEADERSHIP SESSIONS: TWO LEADERSHIP SESSIONS WERE HELD IN 2016; ONE WITH JEFF LIKER, RENOWNED AUTHOR AND SPEAKER, AND ONE WITH TWO OF NWHPEC'S BOARD OF DIRECTORS, BRYAN GOODMAN AND KYLE STAVIG. 160 INDIVIDUALS FROM THE MEMBERSHIP ATTENDED THE JEFF LIKER LEADERSHIP SESSION. 65 INDIVIDUALS FROM THE MEMBERSHIP ATTENDED THE GOODMAN-STAVIG LEADERSHIP SESSION.
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAD NO LOBBYING OR POLITICAL CAMPAIGN ACTIVITY EXPENDITURES IN THE PRIOR YEAR; THUS, PART III-A, LINE 3 IS NOT APPLICABLE.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 111-A, LINE 3:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS WHO ELECT THE MEMBERS OF THE GOVERNING BODY AT THE ANNUAL MEMBERSHIP MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER HAS ONE VOTE TO CAST TO ELECT BOARD DIRECTORS TO THE ORGANIZATION'S GOVERNING BODY. THE VOTE IS CAST AS PART OF THE ANNUAL MEMBERSHIP MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VICE PRESIDENT OF FINANCE REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY BENCHMARKING SALARY RANGES OF SIMILAR TYPE POSITIONS THROUGH EMPLOYMENT SEARCH SITES, SUCH AS MONSTER.COM. ANNUALLY, THE EXECUTIVE DIRECTOR COMPLETES A PERFORMANCE REVIEW AND IS RATED BASED ON ACHIEVING SET PERFORMANCE DIMENSIONS, GOALS AND OBJECTIVES. A SALARY INCREASE IS AWARDED WHEN THE EXECUTIVE DIRECTOR ACHIEVES A HIGH RATING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0222358
IRS990/TotalAssetsEOYAmt0215022
IRS990/TotalAssetsGrp/BOYAmt0222358
IRS990/TotalAssetsGrp/EOYAmt0215022
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt0273317
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0222358
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0215022
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0119908
IRS990/TotalProgramServiceRevenueAmt0263750
IRS990/TotalReportableCompFromOrgAmt0106760
IRS990/TotalRevenueGrp/ExclusionAmt0286
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0265695
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0265981
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0222358
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0215022
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt025600
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 96268
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097296
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.NWHPEC.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE RICHARDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum05033971759
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NW HIGH PERFORMANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENTERPRISE CONSORTIUM
ReturnHeader/Filer/BusinessNameControlTxt0NWHI
ReturnHeader/Filer/EIN0680510491
ReturnHeader/Filer/PhoneNum05033971759
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 96268
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097296
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C89D4946A6E0B55D84E09039F3EA723C4DBF84E0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.102.39.100
ReturnHeader/FilingSecurityInformation/IPDt02017-10-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:36:55
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/PreparationDt02017-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY ABRAMOWITZ
ReturnHeader/ReturnTs02017-11-13T13:27:27-06:00
ReturnHeader/ReturnTypeCd0990
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.$2.58$0.01$2.57$2.47$2.28$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.39$0.01$2.38$2.23$2.14$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.01$2.30$1.95$1.76$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.73$1.81$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.01$2.19$1.73$1.70$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.01$2.16$2.50$2.52$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.05$2.19$2.86$2.51$0.36
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.09$1.83$2.29$2.61$0.32
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$2.66$2.73$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$2.28$2.99$0.71
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$2.26$2.77$0.51
2013Detailed filing. Detailed filing data is available for this year.$3.45$0.01$3.45$2.33$2.14$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.01$3.25$1.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$0.00$2.93$2.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.00$2.94$1.66$1.91$0.25
Peer Organizations

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