Civic Intelligence

Educational Policy Improvement Center

990 • Fiscal year 2016 • EIN 82-0569407

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 19, 2017

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

57th percentile

0.24x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

45th percentile

0.15x

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

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$199,477

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

11th percentile

-9.2%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-8.2%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$3,360,225

Down $340,011 (-9.2%) from 2015

Net Assets

Down

$2,548,972

Down $640,420 (-20%) from 2015

Liabilities

Up

$811,253

Up $300,409 (+59%) from 2015

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin19th percentile

Revenue

Down

$5,477,440

Down $489,216 (-8.2%) from 2015

Expenses

Up

$6,117,860

Up $406,084 (+7.1%) from 2015

Net Income

Down

-$640,420

Down $895,300 (-351%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2016

Assets$3,360,225
Liabilities$811,253
Net Assets$2,548,972
Open 2016 Filing

Operations Trend

Revenue Growth24th 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

2016

Revenue$5,477,440
Expenses$6,117,860
Net Income-$640,420
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$5,477,440
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$2,184,253$2,224,878▲ $40,625
Accounts Receivable$811,352$704,170▼ $107,182
Land, Buildings, and Equipment, Net$254,582$206,220▼ $48,362
Prepaid Expenses and Deferred Charges$56,904$88,463▲ $31,559
Pledges and Grants Receivable$200,000$86,194▼ $113,806
Cash and Non-Interest-Bearing Accounts$193,145$50,300▼ $142,845
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,700,236$3,360,225▼ $340,011
Other Assets Total-$0-
Liabilities
Deferred Revenue$238,486$510,618▲ $272,132
Accounts Payable and Accrued Expenses$272,358$300,635▲ $28,277
Total Liabilities$510,844$811,253▲ $300,409
Net Assets / Fund Balance
Unrestricted Net Assets$3,189,392$2,548,972▼ $640,420
Total Net Assets Fund Balance$3,189,392$2,548,972▼ $640,420
Total Liabilities and Net Assets / Fund Balance$3,700,236$3,360,225▼ $340,011

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$72,958$363,917$436,875
Other Land Buildings$41,393$87,649$129,042
Leasehold Improvements$91,869$28,835$120,704
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew ColemanExecutive DirectorFT$169,169$30,308$199,477
Kristine ChadwickSenior DirectorFT$121,835$29,347$151,182
Kirsten AspengrenSenior DirectorFT$118,683$27,291$145,974
Jeanne WolfeFiscal DirectorFT$85,642$23,575$109,217

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$135,958
Program Service Revenue
$5,330,025
Investment Income
$11,457
Other Revenue
$0
All Other Contributions
$135,958
Change in Net Assets
$-640,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,916,711
Other Expenses$2,201,149
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,192,657$548,164-$2,740,821
Other Employee Benefits$300,029$100,010-$400,039
Occupancy$262,576$87,525-$350,101
Current Officers, Directors, Trustees, and Key Employees$157,626$160,923-$318,549
Payroll Taxes$202,450$67,483-$269,933
Fees for Services Other$211,943$14,648-$226,591
Travel$159,135$39,784-$198,919
Pension Plan Contributions$140,527$46,842-$187,369
Royalties$112,439--$112,439
Information Technology$55,787$18,596-$74,383
Depreciation Depletion$48,515$16,172-$64,687
Conferences and Meetings$33,540$8,385-$41,925
All Other Expenses$18,724$20,444-$39,168
Other Expenses$21,739$7,246-$28,985
Insurance-$24,384-$24,384
Office Expenses$5,329$5,328-$10,657
Fees for Services Accounting-$6,900-$6,900
Fees for Services Legal-$3,911-$3,911
Total Functional Expenses$4,935,278$1,182,582$0$6,117,860
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

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 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
2017-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Coleman
Formed
2002
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
62

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 readiness for college and career, particularly for students historically underserved by public schools. EPIC conducts a range of policy and practice-related services 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 more than 50 projects and continues to build significant partnerships across the country. The following initiatives illustrate the range of projects undertaken and clients served: EPIC School Partnership (ESP): Last year, EPIC launched the ESP, which serves schools through the use of an implementation framework known as the School Success Model. We use the School Success Model to help schools improve their organizational systems toward a comprehensive set of student outcomes, the Four Keys to College and Career Readiness. EPIC currently has partnerships with Santa Ana Unified School District, Salem-Keizer Public Schools, Anaheim Unified School District, Orange County DOE, Riverside County Superintendent of Schools, and others. Merced Unified High School District: To address low pass rates in high school CTE Capstone courses and assure curricular articulation at local community colleges, EPIC is developing over 30 career pathway frameworks in over 15 industry sectors. The Bridge Method is used to align course curriculum to the appropriate framework and up to the Capstone course in each pathway and then horizontally align the Capstone courses with entry-level community college courses.The 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. EPIC manages APCAs online platform, content experts, syllabus reviewers, and client call center services. The California Education Policy Fund (a sponsored project of Rockefeller Philanthropy Advisors): EPIC received a two-year grant to advance the projects goals of defining and systematizing college and career readiness (CCR) as the states K-12 education system goal; promoting educational equity to ensure Deeper Learning for all; establishing comprehensive assessment systems to measure college and career readiness, including implementation of new SBAC assessment; anchoring the multiple state accountability systems with CCR indicators, and; developing seamless pathways between K-12 and postsecondary systems, using Common Core standards and SBAC.
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IRS990/PrincipalOfficerNm0Matthew Coleman
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,360,225
Liabilities
$811,253
Net assets
$2,548,972
Revenue
$5,477,440
Expenses
$6,117,860
Net income
-$640,420
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