Civic Intelligence

Tri-Met Employees Inc

990EZ • Fiscal year 2015 • EIN 93-0728258

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 06, 2016

Organization ProfileN/A
4012 SE 17th AvenuePortland, OR 97202

(503) 962-3055

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

61st percentile

4.9%

Faster revenue growth than 61% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$213,066

Up $28,582 (+15%) from 2014

Net Assets

Up

$213,066

Up $28,582 (+15%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Up

$145,297

Up $6,760 (+4.9%) from 2014

Expenses

Down

$116,715

Down $21,212 (-15%) from 2014

Net Income

Up

$28,582

Up $27,972 (+4586%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$400K$300K$200K$100K$0Assets 2011: $162,176Liabilities 2011: $02011Assets 2012: $172,184Net Assets 2012: $172,1842012Assets 2013: $183,874Net Assets 2013: $183,8742013Assets 2014: $184,484Net Assets 2014: $184,4842014Assets 2015: $213,066Net Assets 2015: $213,0662015Assets 2016: $210,673Net Assets 2016: $210,6732016Assets 2017: $223,727Net Assets 2017: $223,7272017Assets 2018: $228,634Net Assets 2018: $228,6342018Assets 2019: $257,703Net Assets 2019: $257,7032019Assets 2020: $225,562Net Assets 2020: $225,5622020Assets 2021: $299,376Net Assets 2021: $299,3762021Assets 2022: $341,592Net Assets 2022: $341,5922022Assets 2023: $326,217Net Assets 2023: $326,2172023Assets 2024: $308,126Net Assets 2024: $308,1262024

Highlighted filing

2015

Assets$213,066
Liabilities-
Net Assets$213,066
Open 2015 Filing

Operations Trend

Revenue Growth61st percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $130,558Expenses 2011: $117,057Net Income 2011: $13,5012011Revenue 2012: $134,574Expenses 2012: $124,566Net Income 2012: $10,0082012Revenue 2013: $133,619Expenses 2013: $121,929Net Income 2013: $11,6902013Revenue 2014: $138,537Expenses 2014: $137,927Net Income 2014: $6102014Revenue 2015: $145,297Expenses 2015: $116,715Net Income 2015: $28,5822015Revenue 2016: $149,447Expenses 2016: $151,840Net Income 2016: -$2,3932016Revenue 2017: $160,766Expenses 2017: $147,712Net Income 2017: $13,0542017Revenue 2018: $151,197Expenses 2018: $146,290Net Income 2018: $4,9072018Revenue 2019: $155,348Expenses 2019: $126,279Net Income 2019: $29,0692019Revenue 2020: $85,892Expenses 2020: $118,033Net Income 2020: -$32,1412020Revenue 2021: $110,588Expenses 2021: $36,774Net Income 2021: $73,8142021Revenue 2022: $120,742Expenses 2022: $78,526Net Income 2022: $42,2162022Revenue 2023: $130,093Expenses 2023: $145,468Net Income 2023: -$15,3752023Revenue 2024: $148,072Expenses 2024: $166,163Net Income 2024: -$18,0912024

Highlighted filing

2015

Revenue$145,297
Expenses$116,715
Net Income$28,582
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 6, 2016
Return Version
2015v2.0
Gross Receipts
$145,297
Mission and Program Overview

Mission

To organize, promote and sponsor recreational opportunities and activities of the membership.

Program Services

DescriptionGrantsExpenses
Payments to management company for daily operations of facilities.$96,482-
Contract towel service so that health programs services can be provided to members.$5,632-
Expense for maintenance and repairs needed to continue providing health and fitness services to members.$3,551-
Water services are required to meet health standards for fitness facility.$2,779-
Insurance payments are required to keep facility open to provide services to members.$2,068-
Fitness equipment purchases are necessary to provide health and fitness services to members.$1,424-
Subscription service for cable tv for promoting health and fitness, and used by members while using fitness equipment.$953-
Expense for cleaning needed to continue providing health and fitness services to members.$815-
Magazines used by members while they are using fitness equipment. Nutrition magazines promote health and fitness of members.--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott EricksonVice President-$0--
Alberto ArandaBoard Member-$0--
Carl Green JrPresident-$0--
Mike LuceVice President-$0--
Jacqueline FischBoard Member-$0--
Katy PhilpSecretary-$0--
Rick KlintBoard Member-$0--
Siboney HinesCo-Treasurer-$0--
Emma PerryTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Tri-Met Employees Inc
EIN
93-0728258
Phone
5039623055
Address
4012 SE 17th Avenue, Portland, OR 97202

Signing Officer

Name
Emma Perry
Title
Treasurer
Signed
2016-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Pinnacle Tax & Financial Svcs LLC
Address
1905 NW 169th Place Ste 220, Beaverton, OR 97006
Preparer
Shawna V Vanaken EA 91731
Phone
5036148077
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $982”

Other Expenses.1

“Fitness Partner, LLC MGT $96482”

Other Expenses.2

“Towel Service $5632”

Other Expenses.3

“Maintenance & Repairs $3551”

Other Expenses.4

“Water Service $2779”

Other Expenses.5

“Insurance $2068”

Other Expenses.6

“Equipment $1424”

Other Expenses.7

“Cable TV Service $953”

Other Expenses.8

“Cleaning $815”

Raw XML Appendix153 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Emma Perry
IRS990EZ/BooksInCareOfDetail/PhoneNum05039622465
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04012 SE 17th Ave FM2
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097202
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0184484
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0213066
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028582
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02029
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184484
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0213066
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0145297
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0512
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0184484
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0213066
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0184484
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0213066
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Scott Erickson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alberto Aranda
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carl Green Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mike Luce
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jacqueline Fisch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Katy Philp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Rick Klint
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Siboney Hines
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Emma Perry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Co-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0114686
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To organize, promote and sponsor recreational opportunities and activities of the membership.
IRS990EZ/ProgramServiceRevenueAmt0144785
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Payments to management company for daily operations of facilities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Contract towel service so that health programs services can be provided to members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Fitness equipment purchases are necessary to provide health and fitness services to members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Expense for maintenance and repairs needed to continue providing health and fitness services to members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4Insurance payments are required to keep facility open to provide services to members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt5Water services are required to meet health standards for fitness facility.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt6Magazines used by members while they are using fitness equipment. Nutrition magazines promote health and fitness of members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt7Expense for cleaning needed to continue providing health and fitness services to members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt8Subscription service for cable tv for promoting health and fitness, and used by members while using fitness equipment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt096482
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15632
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21424
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt33551
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt42068
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt52779
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt6815
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt7953
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0116715
IRS990EZ/TotalProgramServiceExpensesAmt0113704
IRS990EZ/TotalRevenueAmt0145297
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $982
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fitness Partner, LLC MGT $96482
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Towel Service $5632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Maintenance & Repairs $3551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Water Service $2779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $2068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Equipment $1424
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Cable TV Service $953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Cleaning $815
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Emma Perry
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Tri-Met Employees Inc
ReturnHeader/Filer/BusinessNameControlTxt0TRI-
ReturnHeader/Filer/EIN0930728258
ReturnHeader/Filer/PhoneNum05039623055
ReturnHeader/Filer/USAddress/AddressLine1Txt04012 SE 17th Avenue
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Pinnacle Tax & Financial Svcs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01905 NW 169th Place Ste 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097006
ReturnHeader/PreparerPersonGrp/PhoneNum05036148077
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shawna V Vanaken EA 91731
ReturnHeader/ReturnTs02016-06-06T13:12:55-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$213,066
Liabilities
-
Net assets
$213,066
Revenue
$145,297
Expenses
$116,715
Net income
$28,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.08$3.08$1.48$1.66$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.26$3.26$1.30$1.45$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.42$3.42$1.21$0.79$0.42
2021Detailed filing. Detailed filing data is available for this year.$2.99$2.99$1.11$0.37$0.74
2020Detailed filing. Detailed filing data is available for this year.$2.26$2.26$0.86$1.18$0.32
2019Detailed filing. Detailed filing data is available for this year.$2.58$2.58$1.55$1.26$0.29
2018Detailed filing. Detailed filing data is available for this year.$2.29$2.29$1.51$1.46$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.24$2.24$1.61$1.48$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.11$2.11$1.49$1.52$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.13$2.13$1.45$1.17$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.84$1.84$1.39$1.38$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.84$1.84$1.34$1.22$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$1.72$1.35$1.25$0.10
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$1.31$1.17$0.14