Civic Intelligence

Oregon School Personnel Association

EIN 93-0816850 • 501(c)6 • Springfield, OR

Profile

To foster the staffing of oregon school systems with the highest qualified individuals and encourage and assist in the development and utilization of exemplary school personnel administration practices.

PO Box 70167Springfield, OR 97475

www.ospa.k12.or.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Net Margin

8th percentile

-23%

Higher net margin than 8% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

61st percentile

$77,483

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2025

Asset Growth

7th percentile

-31%

Faster asset growth than 7% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-5.1%

Faster revenue growth than 24% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$370,343

Down $164,654 (-31%) from 2024

Liabilities

Down

$5,518

Down $17,592 (-76%) from 2024

Net Assets

Down

$364,825

Down $147,062 (-29%) from 2024

Revenue

Down

$631,876

Down $33,721 (-5.1%) from 2024

Expenses

Up

$778,938

Up $36,472 (+4.9%) from 2024

Net Income

Down

-$147,062

Down $70,193 (-91%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $243,636Liabilities 2011: $695Net Assets 2011: $242,9412011Assets 2012: $222,488Liabilities 2012: $48Net Assets 2012: $222,4402012Assets 2013: $236,136Liabilities 2013: $6,532Net Assets 2013: $229,6042013Assets 2014: $259,899Liabilities 2014: $5,438Net Assets 2014: $254,4612014Assets 2015: $337,414Liabilities 2015: $7,727Net Assets 2015: $329,6872015Assets 2016: $427,238Liabilities 2016: $18,497Net Assets 2016: $408,7412016Assets 2017: $424,625Liabilities 2017: $7,636Net Assets 2017: $416,9892017Assets 2018: $454,175Liabilities 2018: $4,069Net Assets 2018: $450,1062018Assets 2019: $486,504Liabilities 2019: $26,440Net Assets 2019: $460,0642019Assets 2020: $346,510Liabilities 2020: $5,922Net Assets 2020: $340,5882020Assets 2021: $381,370Liabilities 2021: $11,926Net Assets 2021: $369,4442021Assets 2022: $463,858Liabilities 2022: $14,475Net Assets 2022: $449,3832022Assets 2023: $595,773Liabilities 2023: $6,577Net Assets 2023: $589,1962023Assets 2024: $534,997Liabilities 2024: $23,110Net Assets 2024: $511,8872024Assets 2025: $370,343Liabilities 2025: $5,518Net Assets 2025: $364,8252025

Highlighted filing

2025

Assets$370,343
Liabilities$5,518
Net Assets$364,825

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $178,015Expenses 2011: $178,418Net Income 2011: -$4032011Expenses 2012: $209,1202012Expenses 2013: $196,6512013Revenue 2014: $261,097Expenses 2014: $236,240Net Income 2014: $24,8572014Revenue 2015: $314,112Expenses 2015: $238,886Net Income 2015: $75,2262015Revenue 2016: $340,430Expenses 2016: $261,376Net Income 2016: $79,0542016Revenue 2017: $403,670Expenses 2017: $395,422Net Income 2017: $8,2482017Revenue 2018: $447,579Expenses 2018: $414,462Net Income 2018: $33,1172018Revenue 2019: $414,996Expenses 2019: $405,038Net Income 2019: $9,9582019Revenue 2020: $174,928Expenses 2020: $294,404Net Income 2020: -$119,4762020Revenue 2021: $418,326Expenses 2021: $389,470Net Income 2021: $28,8562021Revenue 2022: $646,204Expenses 2022: $566,265Net Income 2022: $79,9392022Revenue 2023: $1,003,765Expenses 2023: $865,037Net Income 2023: $138,7282023Revenue 2024: $665,597Expenses 2024: $742,466Net Income 2024: -$76,8692024Revenue 2025: $631,876Expenses 2025: $778,938Net Income 2025: -$147,0622025

Highlighted filing

2025

Revenue$631,876
Expenses$778,938
Net Income-$147,062

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.01$0.36$0.63$0.78$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.02$0.51$0.67$0.74$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.01$0.59$1.00$0.87$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.01$0.45$0.65$0.57$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.01$0.37$0.42$0.39$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.01$0.34$0.17$0.29$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.03$0.46$0.41$0.41$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.45$0.41$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.01$0.42$0.40$0.40$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.02$0.41$0.34$0.26$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.33$0.31$0.24$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.25$0.26$0.24$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.01$0.23$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.21
2011Summary only. Only limited summary data is available for this year.$0.24$0.00$0.24$0.18$0.18$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 21, 2025
Return Version
2024v5.2
Gross Receipts
$631,876
Mission and Program Overview

Mission

To foster the staffing of oregon school systems with the highest qualified individuals and encourage and assist in the development and utilization of exemplary school personnel administration practices.

Empowering oregon's k-12 hr professionals with knowledge, networking and best practices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$462,862$335,195▼ $127,667
Cash and Non-Interest-Bearing Accounts$36,103$29,759▼ $6,344
Accounts Receivable$36,032$5,389▼ $30,643
Total Assets$534,997$370,343▼ $164,654
Liabilities
Deferred Revenue$5,425$5,425→ $0
Accounts Payable and Accrued Expenses$17,685$93▼ $17,592
Total Liabilities$23,110$5,518▼ $17,592
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$511,887$364,825▼ $147,062
Total Net Assets Fund Balance$511,887$364,825▼ $147,062
Total Liabilities and Net Assets / Fund Balance$534,997$370,343▼ $164,654
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy YeomansExecutive DirectorPT$75,253$2,230$77,483

Board Members and Trustees

NameTitle
Nathan VoelschPast President
Debi BrazeltonPresident
Casey AldersonPresident Elect
Debbie SimonsDefacto Officer Executive Director
Debbie SimonsRegional Representative
Eric NortonRegional Representative
Kristen JohnsRegional Representative
Ryan SwearingenRegional Representative
Steffanie FrostRegional Representative
Jennifer DuvallSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$167,972
Program Service Revenue
$446,674
Investment Income
$17,230
Other Revenue
$0
All Other Contributions
$167,972
Change in Net Assets
$-147,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$584,363
Salaries, Compensation, and Employee Benefits$194,575
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$504,218
Other Salaries and Wages---$109,550
Current Officers, Directors, Trustees, and Key Employees---$76,163
Fees for Services Accounting---$25,091
Travel---$24,306
Fees for Services Other---$17,865
Other Expenses---$7,340
Payroll Taxes---$6,577
Information Technology---$2,935
Pension Plan Contributions---$2,285
Insurance---$2,153
Office Expenses---$455
Total Functional Expenses$0$0$0$778,938
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Part VI, Section A, Line 6

Active membership in the association shall be for those individuals with responsibilities for personnel administration and related functions in public, private, or postsecondary school systems in the state of oregon.

Form 990, Part VI, Section A, Line 7A

Officers shall be elected by the general membership in attendance at the last statewide meeting of the school year and shall take office at that time. If any officer is unable to complete his/her term of office, a replacement shall be chosen by the board of directors to complete the unexpired term of office.

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

Tax return is reviewed and signed by the executive director and then presented to the board for review at the next board meeting.

Form 990, Part VI, Section B, Line 12C

The board consistently maintains awareness of issues that may give rise to a conflict of interest. If such conflict arises, board members with conflicts recuse themselves from the decision making process. The board reviews the policy annually and sign an annual statement identifying any potential conflicts. No conflicts were identified for this fiscal year.

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

Compensation is determined by the board of directors.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Oregon School Personnel Association
EIN
93-0816850
Phone
2535092830
Address
PO BOX 70167, SPRINGFIELD, OR 97475

Signing Officer

Name
Debbie Simons
Title
Executive Director
Phone
5035813141
Signed
2025-08-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debbie Simons
Formed
1996
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
0

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
1903 WRIGHT PLACE 180, CARLSBAD, CA 92008
Preparer
Debra D Smith CPA
Phone
7604318440
Raw XML Appendix340 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
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IRS990/Desc0SCHOOL DISTRICT PERSONNEL DEVELOPMENT AND COMMUNICATION:PUBLISHED AND DISTRIBUTED NEWSLETTERS TO APPROXIMATELY 275 MEMBERS AND AFFILIATES, PROVIDING INFORMATION REGARDING MEETINGS, CONFERENCES, SPONSORED COURSES, REGULATORY AGENCY ACTIVITY, LEGISLATIVE MATTERS, AND OTHER ACTIVITIES OF THE ASSOCIATION, CONDUCTED SUMMER INSTITUTE H/R LEADERSHIP TRAINING AT WHICH PROFESSIONAL DEVELOPMENT ACTIVITIES AND COURSEWORK WERE CONDUCTED. AVERAGE ATTENDANCE WAS 30 MEMBERS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt5REGIONAL REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt6REGIONAL REPRESENTATIVE
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IRS990/Form990PartVIISectionAGrp/TitleTxt8REGIONAL REPRESENTATIVE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt021374
IRS990/PYOtherExpensesAmt0663941
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0453673
IRS990/PYRevenuesLessExpensesAmt0-76869
IRS990/PYSalariesCompEmpBnftPaidAmt078525
IRS990/PYTotalExpensesAmt0742466
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0665597
IRS990/ReconcilationRevenueExpnssAmt0-147062
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0335195
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IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVE MEMBERSHIP IN THE ASSOCIATION SHALL BE FOR THOSE INDIVIDUALS WITH RESPONSIBILITIES FOR PERSONNEL ADMINISTRATION AND RELATED FUNCTIONS IN PUBLIC, PRIVATE, OR POSTSECONDARY SCHOOL SYSTEMS IN THE STATE OF OREGON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS SHALL BE ELECTED BY THE GENERAL MEMBERSHIP IN ATTENDANCE AT THE LAST STATEWIDE MEETING OF THE SCHOOL YEAR AND SHALL TAKE OFFICE AT THAT TIME. IF ANY OFFICER IS UNABLE TO COMPLETE HIS/HER TERM OF OFFICE, A REPLACEMENT SHALL BE CHOSEN BY THE BOARD OF DIRECTORS TO COMPLETE THE UNEXPIRED TERM OF OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX RETURN IS REVIEWED AND SIGNED BY THE EXECUTIVE DIRECTOR AND THEN PRESENTED TO THE BOARD FOR REVIEW AT THE NEXT BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD CONSISTENTLY MAINTAINS AWARENESS OF ISSUES THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. IF SUCH CONFLICT ARISES, BOARD MEMBERS WITH CONFLICTS RECUSE THEMSELVES FROM THE DECISION MAKING PROCESS. THE BOARD REVIEWS THE POLICY ANNUALLY AND SIGN AN ANNUAL STATEMENT IDENTIFYING ANY POTENTIAL CONFLICTS. NO CONFLICTS WERE IDENTIFIED FOR THIS FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0446674
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 70167
IRS990/USAddress/CityNm0SPRINGFIELD
IRS990/USAddress/StateAbbreviationCd0OR
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IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.OSPA.K12.OR.US
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE SIMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05035813141
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON SCHOOL PERSONNEL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0930816850
ReturnHeader/Filer/PhoneNum02535092830
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 70167
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097475
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930623286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALDRICH CPAS AND ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01903 WRIGHT PLACE 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092008
ReturnHeader/PreparerPersonGrp/PhoneNum07604318440
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBRA D SMITH CPA
ReturnHeader/ReturnTs02025-09-24T11:27:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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