Civic Intelligence

Pear Bureau Northwest Inc

990 • Fiscal year 2023 • EIN 93-0243687

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 30, 2024

4382 SE International Way Ste AMilwaukie, OR 97222

(503) 652-9720

Siviq Scores

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

Liabilities / Assets

97th percentile

0.74x

Higher debt load relative to assets than 97% of similar nonprofits.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.18x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2023

Net Margin

22nd percentile

-0.4%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

87th percentile

$306,525

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2023

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

4.1%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,473,023

Up $270,024 (+12%) from 2022

Net Assets

Down

$648,666

Down $41,006 (-5.9%) from 2022

Liabilities

Up

$1,824,357

Up $311,030 (+21%) from 2022

Revenue

Up

$9,974,327

Up $391,857 (+4.1%) from 2022

Expenses

Up

$10,015,333

Up $612,301 (+6.5%) from 2022

Net Income

Down

-$41,006

Down $220,444 (-123%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $2,467,595Liabilities 2011: $721,775Net Assets 2011: $1,745,8202011Assets 2012: $2,914,255Liabilities 2012: $1,341,971Net Assets 2012: $1,572,2842012Assets 2013: $3,215,109Liabilities 2013: $1,302,321Net Assets 2013: $1,912,7882013Assets 2014: $2,918,333Liabilities 2014: $1,282,139Net Assets 2014: $1,636,1942014Assets 2015: $2,464,413Liabilities 2015: $1,657,565Net Assets 2015: $806,8482015Assets 2016: $1,882,690Liabilities 2016: $975,004Net Assets 2016: $907,6862016Assets 2017: $1,224,375Liabilities 2017: $732,763Net Assets 2017: $491,6122017Assets 2018: $1,173,251Liabilities 2018: $1,001,579Net Assets 2018: $171,6722018Assets 2019: $1,327,531Liabilities 2019: $1,022,357Net Assets 2019: $305,1742019Assets 2020: $833,700Liabilities 2020: $1,003,097Net Assets 2020: -$169,3972020Assets 2021: $2,138,742Liabilities 2021: $1,628,508Net Assets 2021: $510,2342021Assets 2022: $2,202,999Liabilities 2022: $1,513,327Net Assets 2022: $689,6722022Assets 2023: $2,473,023Liabilities 2023: $1,824,357Net Assets 2023: $648,6662023Assets 2024: $2,333,941Liabilities 2024: $1,414,153Net Assets 2024: $919,7882024Assets 2025: $1,986,005Liabilities 2025: $940,527Net Assets 2025: $1,045,4782025

Highlighted filing

2023

Assets$2,473,023
Liabilities$1,824,357
Net Assets$648,666

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $11,439,206Expenses 2011: $10,716,778Net Income 2011: $722,4282011Expenses 2012: $12,210,9602012Expenses 2013: $11,529,7922013Revenue 2014: $12,564,642Expenses 2014: $12,841,236Net Income 2014: -$276,5942014Revenue 2015: $11,759,029Expenses 2015: $12,588,375Net Income 2015: -$829,3462015Revenue 2016: $11,665,506Expenses 2016: $11,564,668Net Income 2016: $100,8382016Revenue 2017: $10,155,188Expenses 2017: $10,571,262Net Income 2017: -$416,0742017Revenue 2018: $9,315,449Expenses 2018: $9,635,389Net Income 2018: -$319,9402018Revenue 2019: $10,713,101Expenses 2019: $10,579,599Net Income 2019: $133,5022019Revenue 2020: $9,717,017Expenses 2020: $10,191,588Net Income 2020: -$474,5712020Revenue 2021: $10,358,586Expenses 2021: $9,678,955Net Income 2021: $679,6312021Revenue 2022: $9,582,470Expenses 2022: $9,403,032Net Income 2022: $179,4382022Revenue 2023: $9,974,327Expenses 2023: $10,015,333Net Income 2023: -$41,0062023Revenue 2024: $9,328,382Expenses 2024: $9,057,260Net Income 2024: $271,1222024Revenue 2025: $7,612,969Expenses 2025: $7,244,338Net Income 2025: $368,6312025

Highlighted filing

2023

Revenue$9,974,327
Expenses$10,015,333
Net Income-$41,006
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$9,974,327
Mission and Program Overview

Mission

Market development for fresh pears grown in the pacific northwest, both domestically and internationally.

Market development for fresh pears grown in the pacific northwest both domestically and internationally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,269,806$1,122,768▼ $147,038
Cash and Non-Interest-Bearing Accounts$645,379$519,674▼ $125,705
Prepaid Expenses and Deferred Charges$283,647$268,718▼ $14,929
Land, Buildings, and Equipment, Net$4,167$14,311▲ $10,144
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$2,202,999$2,473,023▲ $270,024
Other Assets Total-$547,552-
Liabilities
Deferred Revenue$550,000$850,000▲ $300,000
Other Liabilities-$547,552-
Accounts Payable and Accrued Expenses$963,327$426,805▼ $536,522
Total Liabilities$1,513,327$1,824,357▲ $311,030
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$689,672$648,666▼ $41,006
Total Net Assets Fund Balance$689,672$648,666▼ $41,006
Total Liabilities and Net Assets / Fund Balance$2,202,999$2,473,023▲ $270,024

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$425,211$425,211
Leasehold Improvements$14,311$46,922$61,233
Other Assets Org$547,552--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin MoffittPres/sec/treasFT$280,329$26,196$306,525
Robert CatinellaRegional ManagerFT$175,961$9,972$185,933
Jeff CorreaAsst SecretaryFT$147,608$13,527$161,135
Dave HowaldRegional ManagerFT$141,695$13,212$154,907
Michelle HoardRegional ManagerFT$128,268$12,551$140,819
Dawn DanielsenAsst TreasurerFT$67,449$9,448$76,897

Board Members and Trustees

NameTitle
Scott MartinezChairman
Jordan Matson1st Vice Chair
Don Gibson2nd Vice Chair
Ron Gonsalves3rd Vice Chair
Andrew PetersonDirector
Craig ChristensenDirector
Craig MallonDirector
Dave GarciaDirector
Devon WellsDirector
Dick WoodinDirector
Ed WeathersDirector
Ken HemberryDirector
Laura NaumesDirector
Mike TaylorDirector
Ray SchmittenDirector
Rod MatsonDirector
Ron RiversDirector
Shawn CoxDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,586,855
Investment Income
$0
Other Revenue
$387,472
Change in Net Assets
$-41,006

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,974,327
Total Revenue per Audited Statements
$9,974,327
Total Revenue per Form 990
$9,974,327
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,165,950
Salaries, Compensation, and Employee Benefits$1,849,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising---$1,262,269
Other Salaries and Wages---$1,023,670
Current Officers, Directors, Trustees, and Key Employees---$502,276
Information Technology---$334,179
Other Employee Benefits---$183,340
Other Expenses---$180,525
Occupancy---$170,498
Office Expenses---$169,954
Payroll Taxes---$110,286
Fees for Services Other---$90,944
Conferences and Meetings---$65,760
Pension Plan Contributions---$29,811
Interest---$17,002
All Other Expenses---$10,374
Total Functional Expenses$0$0$0$10,015,333

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,015,333
Total Expenses per Audited Statements$10,015,333
Total Expenses per Form 990$10,015,333
International Activity

International Summary

Employees
14
Spending
$4,460,616

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America (mexico/canada)Program ServicesPromotion & Trade Assist02$3,022,510
Middle East & North AfricaProgram ServicesPromotion & Trade Assist03$376,609
Central America & CarribeanProgram ServicesPromotion & Trade Assist01$361,568
East Asia & the PacificProgram ServicesPromotion & Trade Assist05$288,164
South AmericaProgram ServicesPromotion & Trade Assist02$184,832
South AsiaProgram ServicesPromotion & Trade Assist01$171,062
EuropeProgram ServicesPromotion & Trade Assist00$55,871
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
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$547,552
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
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

Members are growers and/or shippers of pears in the pacific northwest.

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

Copy of 990 is reviewed by management and then by at least one officer, preferably chair of the board, before it is finalized and signed by an officer or ceo.

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

Chair of the board appoints an employee evaluation committee representing each of the pear growing districts to review the salary and benefits for the ceo, officers and staff utilizing the national urban consumer price index.

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

Chair of the board appoints an employee evaluation committee representing each of the pear growing districts to review the salary and benefits for the ceo, officers and staff utilizing the national urban consumer price index.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, policies and financial statements are available to its members but are not made available to the public.

Filing and Contact Details

Filer

Filer Name
Pear Bureau Northwest
EIN
93-0243687
Phone
5036529720
Address
4382 SE International Way Ste A, Milwaukie, OR 97222

Signing Officer

Name
Kevin Moffitt
Title
President
Signed
2024-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Moffitt
Formed
1931
Legal Domicile
Or
Voting Board Members
17
Independent Board Members
17
Employees
25
Volunteers
35

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Richard V Proulx CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Other program services 4: statistical analysis of market information used in budgeting, predicting future trends and state fruit development.

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IRS990/Form990PartVIISectionAGrp/PersonNm22RON RIVERS
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRES/SEC/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt1REGIONAL MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt2ASST SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3REGIONAL MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt4REGIONAL MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt71ST VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt82ND VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt93RD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
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IRS990/GrantsToOrganizationsInd0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0183340
IRS990/OtherExpensesGrp/Desc0EXPORT EXPENSES
IRS990/OtherExpensesGrp/Desc1MERCHANDISING
IRS990/OtherExpensesGrp/Desc2COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc3INDUSTRY EVENTS
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IRS990/PrincipalOfficerNm0KEVIN MOFFITT
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04051312
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15535543
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IRS990/PYRevenuesLessExpensesAmt0179438
IRS990/PYSalariesCompEmpBnftPaidAmt01692582
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IRS990/PYTotalRevenueAmt09582470
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-41006
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.99$0.94$1.05$7.61$7.24$0.37
2024Detailed filing. Detailed filing data is available for this year.$2.33$1.41$0.92$9.33$9.06$0.27
2023Detailed filing. Detailed filing data is available for this year.$2.47$1.82$0.65$9.97$10.0$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.20$1.51$0.69$9.58$9.40$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.14$1.63$0.51$10.4$9.68$0.68
2020Detailed filing. Detailed filing data is available for this year.$0.83$1.00$0.17$9.72$10.2$0.47
2019Detailed filing. Detailed filing data is available for this year.$1.33$1.02$0.31$10.7$10.6$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.17$1.00$0.17$9.32$9.64$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.73$0.49$10.2$10.6$0.42
2016Detailed filing. Detailed filing data is available for this year.$1.88$0.98$0.91$11.7$11.6$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.46$1.66$0.81$11.8$12.6$0.83
2014Detailed filing. Detailed filing data is available for this year.$2.92$1.28$1.64$12.6$12.8$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$1.30$1.91$11.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$1.34$1.57$12.2
2011Summary only. Only limited summary data is available for this year.$2.47$0.72$1.75$11.4$10.7$0.72