Civic Intelligence

Hillsboro Schools Foundation

990 • Fiscal year 2018 • EIN 91-1779425

Jan 01, 2018 to Dec 31, 2018 • Filed on May 28, 2019

5193 NE Elam Young ParkwayHillsboro, OR 97124-6680

(503) 726-2159

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

54th percentile

2.1%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,062,409

Up $21,795 (+2.1%) from 2017

Net Assets

Up

$1,059,039

Up $21,421 (+2.1%) from 2017

Liabilities

Up

$3,370

Up $374 (+12%) from 2017

Revenue

Down

$442,942

Down $82,434 (-16%) from 2017

Expenses

Down

$355,120

Down $131,212 (-27%) from 2017

Net Income

Up

$87,822

Up $48,778 (+125%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $475,166Liabilities 2010: $1,327Net Assets 2010: $473,8392010Assets 2011: $535,292Liabilities 2011: $1,613Net Assets 2011: $533,6792011Assets 2012: $616,335Liabilities 2012: $2,498Net Assets 2012: $613,8372012Assets 2013: $679,510Liabilities 2013: $52Net Assets 2013: $679,4582013Assets 2014: $729,388Liabilities 2014: $2,050Net Assets 2014: $727,3382014Assets 2015: $795,943Liabilities 2015: $2,268Net Assets 2015: $793,6752015Assets 2016: $939,099Liabilities 2016: $1,626Net Assets 2016: $937,4732016Assets 2017: $1,040,614Liabilities 2017: $2,996Net Assets 2017: $1,037,6182017Assets 2018: $1,062,409Liabilities 2018: $3,370Net Assets 2018: $1,059,0392018Assets 2019: $1,166,447Liabilities 2019: $4,252Net Assets 2019: $1,162,1952019Assets 2020: $1,301,345Liabilities 2020: $10,964Net Assets 2020: $1,290,3812020Assets 2021: $1,598,691Liabilities 2021: $1,200Net Assets 2021: $1,597,4912021Assets 2022: $1,343,439Liabilities 2022: $838Net Assets 2022: $1,342,6012022Assets 2023: $1,342,639Liabilities 2023: $0Net Assets 2023: $1,342,6392023Assets 2024: $1,398,123Liabilities 2024: $0Net Assets 2024: $1,398,1232024

Highlighted filing

2018

Assets$1,062,409
Liabilities$3,370
Net Assets$1,059,039

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $449,4792010Revenue 2011: $647,054Expenses 2011: $587,214Net Income 2011: $59,8402011Revenue 2012: $306,910Expenses 2012: $226,752Net Income 2012: $80,1582012Revenue 2013: $301,613Expenses 2013: $274,126Net Income 2013: $27,4872013Revenue 2014: $308,697Expenses 2014: $272,317Net Income 2014: $36,3802014Revenue 2015: $376,065Expenses 2015: $285,540Net Income 2015: $90,5252015Revenue 2016: $374,752Expenses 2016: $292,044Net Income 2016: $82,7082016Revenue 2017: $525,376Expenses 2017: $486,332Net Income 2017: $39,0442017Revenue 2018: $442,942Expenses 2018: $355,120Net Income 2018: $87,8222018Revenue 2019: $370,196Expenses 2019: $392,334Net Income 2019: -$22,1382019Revenue 2020: $596,129Expenses 2020: $511,906Net Income 2020: $84,2232020Revenue 2021: $634,041Expenses 2021: $422,275Net Income 2021: $211,7662021Revenue 2022: $633,300Expenses 2022: $722,809Net Income 2022: -$89,5092022Revenue 2023: $488,512Expenses 2023: $545,282Net Income 2023: -$56,7702023Revenue 2024: $445,461Expenses 2024: $438,202Net Income 2024: $7,2592024

Highlighted filing

2018

Revenue$442,942
Expenses$355,120
Net Income$87,822
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 28, 2019
Return Version
2018v3.1
Gross Receipts
$921,832
Mission and Program Overview

Mission

Cultivate community engagement and funding to inspire excellence in Hillsboro Schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$991,843$1,024,529▲ $32,686
Cash and Non-Interest-Bearing Accounts$48,771$37,880▼ $10,891
Total Assets$1,040,614$1,062,409▲ $21,795
Liabilities
Accounts Payable and Accrued Expenses$2,996$3,370▲ $374
Total Liabilities$2,996$3,370▲ $374
Net Assets / Fund Balance
Unrestricted Net Assets$933,937$967,913▲ $33,976
Temporarily Rstr Net Assets$103,681$91,126▼ $12,555
Total Net Assets Fund Balance$1,037,618$1,059,039▲ $21,421
Total Liabilities and Net Assets / Fund Balance$1,040,614$1,062,409▲ $21,795
Compensation and Service Providers

Board Members and Trustees

NameTitle
Laura BekkenPast president
Nathan Sosa EsqPresident
Harvey BerkeyVice-President
Alfredo JimenezDirector
Annemarie JacquesDirector
Annette CampistaDirector
Carol LoughnerDirector
Glenn HealeyDirector
Greg CarlsonDirector
Jaime RodriguezDirector
Kathi RobinsonDirector
Michael FullerDirector
Nancy CaustonDirector
Shannon RoseDirector
Sue VoigtDirector
Suzanne CusickDirector
Nadine ZimmerlundSecretary
Chuck GebhardtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$306,874
Program Service Revenue
$0
Investment Income
$42,189
Other Revenue
$93,879
All Other Contributions
$256,974
Change in Net Assets
$87,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$201,761
Salaries, Compensation, and Employee Benefits$122,209
Total Fundraising Expense$62,863
Other Expenses$31,150
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$186,261--$186,261
Current Officers, Directors, Trustees, and Key Employees$26,346$6,586$32,932$65,864
Other Salaries and Wages$16,067$16,067$8,034$40,168
Grants to Domestic Individuals$15,500--$15,500
Payroll Taxes$3,740$2,337$3,272$9,349
Fees for Service Investment Mgmnt Fees-$7,669-$7,669
Other Employee Benefits$2,731$683$3,414$6,828
Advertising$1,978-$1,978$3,956
Information Technology$1,174$293$1,467$2,934
Office Expenses$983$246$1,229$2,458
Insurance-$1,449-$1,449
All Other Expenses$88-$1,191$1,279
Other Expenses$273$454$341$454
Fees for Services Other$210--$210
Total Functional Expenses$256,194$36,063$62,863$355,120
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hillsboro School DistrictHillsboro, OR-Improve educational opportunities$186,261
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$140,188
Fundraising Direct Expenses$46,309
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$190,088$140,188$46,309$93,879
Total Events$190,088$140,188$46,309$93,879
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The Form 990 is distributed to Board members and any question and comments are addressed. Any changes or updates as necessary are made before filing return.

Conflict of interest policy compliance Part VI line 12C

The Board officers and directors and key employees sign a form to disclose any conflict of interest that they may have relative to the organzation.

Governing documents etc available to public Part VI line 19

The governing documents may be made to the public upon request. The disclosure of some documents may need Board approval.

Filing and Contact Details

Filer

Filer Name
Hillsboro Schools Foundation
EIN
91-1779425
Address
5193 NE Elam Young Parkway, Hillsboro, OR 97124-6680

Signing Officer

Name
Nathan Sosa Esq
Title
President
Phone
5037262159
Signed
2019-05-28
Discuss with paid preparer
No

Organization Details

Formed
2000
Legal Domicile
Or
Voting Board Members
18
Independent Board Members
18
Employees
4
Volunteers
130

Preparer

Firm
Alyce L Dawes
Address
70 SW Century Drive Suite 100-125, Bend, OR 97702
Preparer
Alyce L Dawes
Phone
5032018245
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Past president
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0186261
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0186261
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0443843
IRS990/GrossReceiptsAmt0921832
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01467
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0293
IRS990/InformationTechnologyGrp/ProgramServicesAmt01174
IRS990/InformationTechnologyGrp/TotalAmt02934
IRS990/InsuranceGrp/ManagementAndGeneralAmt01449
IRS990/InsuranceGrp/TotalAmt01449
IRS990/InvestmentIncomeGrp/ExclusionAmt030927
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030927
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0991843
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01024529
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0432581
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Cultivate community engagement and funding to inspire excellence in Hillsboro Schools.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01037618
IRS990/NetAssetsOrFundBalancesEOYAmt01059039
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011262
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011262
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt093879
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt093879
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-66401
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt01229
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0246
IRS990/OfficeExpensesGrp/ProgramServicesAmt0983
IRS990/OfficeExpensesGrp/TotalAmt02458
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03414
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0683
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02731
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06828
IRS990/OtherExpensesGrp/Desc0Credit card fees
IRS990/OtherExpensesGrp/Desc1Board expenses
IRS990/OtherExpensesGrp/Desc2Duessubscriptions
IRS990/OtherExpensesGrp/Desc3Feeslicensestaxes
IRS990/OtherExpensesGrp/FundraisingAmt07952
IRS990/OtherExpensesGrp/FundraisingAmt11053
IRS990/OtherExpensesGrp/FundraisingAmt2341
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0211
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt168
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2454
IRS990/OtherExpensesGrp/ProgramServicesAmt0843
IRS990/OtherExpensesGrp/ProgramServicesAmt1273
IRS990/OtherExpensesGrp/TotalAmt07952
IRS990/OtherExpensesGrp/TotalAmt12107
IRS990/OtherExpensesGrp/TotalAmt2682
IRS990/OtherExpensesGrp/TotalAmt3454
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08034
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016067
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt016067
IRS990/OtherSalariesAndWagesGrp/TotalAmt040168
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03272
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02337
IRS990/PayrollTaxesGrp/ProgramServicesAmt03740
IRS990/PayrollTaxesGrp/TotalAmt09349
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0390034
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0281916
IRS990/PYInvestmentIncomeAmt028017
IRS990/PYOtherExpensesAmt097462
IRS990/PYOtherRevenueAmt0107325
IRS990/PYRevenuesLessExpensesAmt039044
IRS990/PYSalariesCompEmpBnftPaidAmt0106954
IRS990/PYTotalExpensesAmt0486332
IRS990/PYTotalRevenueAmt0525376
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt087822
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0306874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0390034
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0282595
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0287084
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0200301
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01466888
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt030927
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt028017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016180
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010723
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08091
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt093938
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt030927
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt028017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016180
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010723
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt093938
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt093879
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0107325
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt077020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt075127
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt089302
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0442653
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73220
IRS990ScheduleA/PublicSupportPY509Pct00.73040
IRS990ScheduleA/PublicSupportTotal509Amt01466888
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0306874
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0390034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0282595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0287084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0200301
IRS990ScheduleA/Total509Grp/TotalAmt01466888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0431680
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0525376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0375795
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0372934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0297694
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02003479
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt049900

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.45$0.44$0.01
2023Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.49$0.55$0.06
2022Summary only. Only limited summary data is available for this year.$1.34$0.00$1.34$0.63$0.72$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.63$0.42$0.21
2020Summary only. Only limited summary data is available for this year.$1.30$0.01$1.29$0.60$0.51$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.16$0.37$0.39$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.44$0.36$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.53$0.49$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.37$0.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.79$0.38$0.29$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.31$0.27$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.30$0.27$0.03
2012Summary only. Only limited summary data is available for this year.$0.62$0.00$0.61$0.31$0.23$0.08
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.53$0.65$0.59$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.47$0.45