Civic Intelligence

Educational Policy Improvement Center

990 • Fiscal year 2015 • EIN 82-0569407

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization Profilewww.epiconline.org

View Organization Page

1700 Millrace DriveEugene, OR 97403

(541) 246-2600

Siviq Scores

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

Liabilities / Assets

45th percentile

0.14x

Higher debt load relative to assets than 45% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

32nd percentile

0.09x

Higher debt load relative to revenue than 32% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

55th percentile

4.3%

Higher net margin than 55% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

90th percentile

$321,147

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

13th percentile

-8.1%

Faster asset growth than 13% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

57th percentile

5.9%

Faster revenue growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$3,700,236

Down $326,222 (-8.1%) from 2014

Net Assets

Up

$3,189,392

Up $254,880 (+8.7%) from 2014

Liabilities

Down

$510,844

Down $581,102 (-53%) from 2014

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin55th percentile

Revenue

Up

$5,966,656

Up $333,142 (+5.9%) from 2014

Expenses

Down

$5,711,776

Down $394,487 (-6.5%) from 2014

Net Income

Up

$254,880

Up $727,629 (+154%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,222,813Liabilities 2011: $229,988Net Assets 2011: $3,992,8252011Assets 2012: $3,623,655Liabilities 2012: $976,974Net Assets 2012: $2,646,6812012Assets 2013: $4,580,831Liabilities 2013: $1,173,570Net Assets 2013: $3,407,2612013Assets 2014: $4,026,458Liabilities 2014: $1,091,946Net Assets 2014: $2,934,5122014Assets 2015: $3,700,236Liabilities 2015: $510,844Net Assets 2015: $3,189,3922015Assets 2016: $3,360,225Liabilities 2016: $811,253Net Assets 2016: $2,548,9722016Assets 2017: $3,458,688Liabilities 2017: $747,057Net Assets 2017: $2,711,6312017Assets 2018: $3,044,342Liabilities 2018: $569,987Net Assets 2018: $2,474,3552018Assets 2019: $3,572,196Liabilities 2019: $911,200Net Assets 2019: $2,660,9962019Assets 2020: $4,703,413Liabilities 2020: $1,118,492Net Assets 2020: $3,584,9212020Assets 2021: $5,312,534Liabilities 2021: $1,307,485Net Assets 2021: $4,005,0492021Assets 2022: $3,978,395Liabilities 2022: $916,313Net Assets 2022: $3,062,0822022Assets 2023: $3,377,408Liabilities 2023: $730,130Net Assets 2023: $2,647,2782023

Highlighted filing

2015

Assets$3,700,236
Liabilities$510,844
Net Assets$3,189,392
Open 2015 Filing

Operations Trend

Revenue Growth57th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $5,502,241Expenses 2011: $6,507,521Net Income 2011: -$1,005,2802011Expenses 2012: $6,357,9182012Expenses 2013: $6,176,5292013Revenue 2014: $5,633,514Expenses 2014: $6,106,263Net Income 2014: -$472,7492014Revenue 2015: $5,966,656Expenses 2015: $5,711,776Net Income 2015: $254,8802015Revenue 2016: $5,477,440Expenses 2016: $6,117,860Net Income 2016: -$640,4202016Revenue 2017: $6,012,150Expenses 2017: $5,849,491Net Income 2017: $162,6592017Revenue 2018: $5,436,744Expenses 2018: $5,670,819Net Income 2018: -$234,0752018Revenue 2019: $5,093,366Expenses 2019: $4,906,725Net Income 2019: $186,6412019Revenue 2020: $5,548,838Expenses 2020: $5,070,926Net Income 2020: $477,9122020Revenue 2021: $5,065,670Expenses 2021: $4,645,542Net Income 2021: $420,1282021Revenue 2022: $4,604,695Expenses 2022: $5,547,662Net Income 2022: -$942,9672022Revenue 2023: $5,407,175Expenses 2023: $5,821,979Net Income 2023: -$414,8042023

Highlighted filing

2015

Revenue$5,966,656
Expenses$5,711,776
Net Income$254,880
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$5,966,656
Mission and Program Overview

Mission

THE EDUCATIONAL POLICY IMPROVEMENT CENTER (EPIC) SEEKS TO IMPROVE EDUCATIONAL POLICIES AND PRACTICES in ways that lead to more productive edicational results for all students and particularly for students historically underserved by public schools. EPIC conducts a range of policy-related research studies in support of this goal. Epic's focus is on creating a climate of change that supports dramatically improved college and career readiness for more U.S High school students.

The educational policy improvement center (epic) seeks to improve educational policies and practices by creating better connections between high school and college in order to prepare students for 21st century careers and lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,979,766$2,184,253▼ $795,513
Accounts Receivable$596,213$811,352▲ $215,139
Land, Buildings, and Equipment, Net$317,106$254,582▼ $62,524
Pledges and Grants Receivable$190$200,000▲ $199,810
Cash and Non-Interest-Bearing Accounts$69,804$193,145▲ $123,341
Intangible Assets$506$0▼ $506
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,026,458$3,700,236▼ $326,222
Other Assets Total$62,873$56,904▼ $5,969
Liabilities
Accounts Payable and Accrued Expenses$723,412$272,358▼ $451,054
Other Liabilities$270,000--
Deferred Revenue$98,534$238,486▲ $139,952
Total Liabilities$1,091,946$510,844▼ $581,102
Net Assets / Fund Balance
Unrestricted Net Assets$2,934,512$3,189,392▲ $254,880
Total Net Assets Fund Balance$2,934,512$3,189,392▲ $254,880
Total Liabilities and Net Assets / Fund Balance$4,026,458$3,700,236▼ $326,222

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$97,857$322,693$420,550
Other Land Buildings$56,809$72,233$129,042
Leasehold Improvements$99,916$20,788$120,704
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr David T ConleyFormer CEOPT$283,743$37,404$321,147
Kristine ChadwickSenior DirectorFT$130,606$23,847$154,453
Kirsten AspengrenSenior DirectorFT$105,228$24,016$129,244
Matthew ColemanExecutive DirectorFT$81,453$11,855$93,308
Jeanne WolfeFiscal DirectorFT$68,601$18,893$87,494

Board Members and Trustees

NameTitle
Dr Nancy GoldenBoard President
Dr Jim NelsonBoard Member
Dr Michael KirstBoard Member
Lisa DareBoard Member
Dr Andrea VeneziaBoard Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$449,670
Program Service Revenue
$5,506,020
Investment Income
$10,966
Other Revenue
$0
All Other Contributions
$449,670
Change in Net Assets
$254,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,683,229
Other Expenses$2,028,547
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,997,948$499,487-$2,497,435
Other Employee Benefits$301,348$100,449-$401,797
Occupancy$262,574$87,523-$350,097
Current Officers, Directors, Trustees, and Key Employees$116,911$196,370-$313,281
Payroll Taxes$197,558$65,852-$263,410
Pension Plan Contributions$155,480$51,826-$207,306
Travel$150,084$37,521-$187,605
Fees for Services Other$51,816$66,389-$118,205
Royalties$116,534--$116,534
Depreciation Depletion$61,301$20,434-$81,735
Information Technology$3,994$75,891-$79,885
Conferences and Meetings$41,855$10,464-$52,319
All Other Expenses$6,779$16,890-$23,669
Insurance-$18,257-$18,257
Other Expenses$8,246$2,061-$10,307
Office Expenses$3,824$3,824-$7,648
Fees for Services Legal$2,113$2,802-$4,915
Fees for Services Accounting-$1,391-$1,391
Interest-$1,238-$1,238
Total Functional Expenses$4,336,311$1,375,465$0$5,711,776
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
CCR Consulting LLCPast Ceo BusCustomerNo$4,228

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Dr. David Conley, a former Board member, has a business relationship with the organization.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“EPIC has two classes of members: voting and non-voting. Voting members have the power to elect and to remove the members of the Board of Directors of EPIC, to vote on any amendments to the bylaws or articles which would alter the qualification, selection, removal, obligations, rights or powers of the voting members, and to vote on any other matters properly put before them by the Board of Directors. Non-voting members do not have the power to vote on the election of directors or members, or to participate in a binding vote on corporate matters.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Voting Members elect the board members. EPIC does not presently hold any committees.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The voting members must approve any board requested changes to the organizing and governing documents.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“No committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“EPIC's board liason will forward the final draft to the Board members via email with a request to acknowledge review. The liason will communicate to EPIC's fiscal business team lead that the review has been made.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“COIs are completed by Board members and reviewed by the Board President and Board Secretary, then kept on file at EPIC. This is done annually with instructions to members to notify the Board of any changes in the interim period.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“CEO compensation is determined by the Board of Directors who receive comparability data that is prepared by Fiscal Business Service staff, along with total compensation of the CEO over the prior 12 months. The Board reviews comparable data and determines appropriateness of CEO compensation. The amount of any increase is documented and returned to EPIC FBS team for implementation at next CEO anniversary date.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“All documents requiring public access may be requested from epic and will be provided in either hardcopy or electronic format, as appropriate.”

Filing and Contact Details

Filer

Filer Name
Educational Policy Improvement Center
EIN
82-0569407
Phone
5412462600
Address
1700 Millrace Drive, Eugene, OR 97403

Signing Officer

Name
Matt Coleman
Title
Executive Director
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Coleman
Formed
2002
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
61

Preparer

Firm
Mueller Yuva Osterman Powers Llp
Address
225 E 4th Ave, Eugene, OR 97401
Preparer
Marta Powers
Phone
5413441100
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IRS990/Desc0EPIC's mission is to improve educational policy and practices that will increase student success, particularly for students historically underserved by public schools. EPIC conducts a range of policy-related research studies and develops practical tools and techniques that support a dramatic improvement in college and career readiness for students. EPIC continues to advance its mission by improving practice, conducting research, informing policy and driving innovation. During its past fiscal year, EPIC took part in 32 projects and continues to build significant partnerships across the country. The following initiatives illustrate the range of projects undertaken and clients served:EPIC has launched the Epic School Partnership, a line of services designed to support implementation of the Four Keys to College and Career Readiness at the middle- and high-school levels. These services include a "network of schools" approach that currently has over 85 schools from Washington, Oregon, and California engaged in strategic planning and supporting each other through the sharing of innovative practices. EPIC has launched the Bridge Method, which uses its expertise in college readiness and applies it to the community college, facilitating student learning transitions and creating structured pathways to certificates, degrees, and new careers.College Board Advanced Placement Course Audit (APCA): EPIC continues its significant partnership with the College Board. APCA provides teachers and administrators with clear guidelines on the curricular and resource requirements for Advanced Placement courses and syllabi of any course labeled AP must go through an audit process. EPIC manages APCAs online platform, content experts, syllabus reviewers, and client call center services. EPIC worked with the Oregon Education Investment Board to develop common outcome metrics for the STEM Hubs and the Regional Achievement Collaboratives (RACs), which serve as two of the state's major collaborative regional education initiatives. Work included the development of logic models that show how investments will lead to desired state outcomes. EPIC staff also provided technical assistance to STEM Hubs and RACs around data collection and outcome metric development.
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IRS990/Form990PartVIISectionAGrp/PersonNm6Matthew Coleman
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IRS990/PrincipalOfficerNm0Matthew Coleman
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,700,236
Liabilities
$510,844
Net assets
$3,189,392
Revenue
$5,966,656
Expenses
$5,711,776
Net income
$254,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.38$0.73$2.65$5.41$5.82$0.41
2022Summary only. Only limited summary data is available for this year.$3.98$0.92$3.06$4.60$5.55$0.94
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.31$1.31$4.01$5.07$4.65$0.42
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$1.12$3.58$5.55$5.07$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.91$2.66$5.09$4.91$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.57$2.47$5.44$5.67$0.23
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.46$0.75$2.71$6.01$5.85$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.81$2.55$5.48$6.12$0.64
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.51$3.19$5.97$5.71$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.03$1.09$2.93$5.63$6.11$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$1.17$3.41$6.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$0.98$2.65$6.36
2011Summary only. Only limited summary data is available for this year.$4.22$0.23$3.99$5.50$6.51$1.01