Civic Intelligence

Oregon Ass'N Student Fin Aid Admin C/O Michelle H Holdway Treasurer

990EZ • Fiscal year 2016 • EIN 93-0865563

Jun 01, 2015 to May 31, 2016 • Filed on Sep 30, 2016

Pacific University 2043 College WayForest Grove, OR 97116

(503) 352-2858

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

35th percentile

-2.3%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-0.8%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

7.7%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$185,465

Down $1,441 (-0.8%) from 2015

Net Assets

Down

$185,465

Down $1,441 (-0.8%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$62,273

Up $4,463 (+7.7%) from 2015

Expenses

Down

$63,714

Down $5,074 (-7.4%) from 2015

Net Income

Up

-$1,441

Up $9,537 (+87%) from 2015

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $179,029Net Assets 2011: $179,0292011Assets 2012: $186,365Net Assets 2012: $186,3652012Assets 2013: $192,801Net Assets 2013: $192,8012013Assets 2014: $197,884Net Assets 2014: $197,8842014Assets 2015: $186,906Net Assets 2015: $186,9062015Assets 2016: $185,465Net Assets 2016: $185,4652016Assets 2017: $192,314Net Assets 2017: $192,3142017Assets 2019: $203,858Net Assets 2019: $203,8582019Assets 2020: $207,404Net Assets 2020: $207,4042020Assets 2021: $232,261Net Assets 2021: $232,2612021Assets 2022: $183,656Net Assets 2022: $183,6562022Assets 2023: $165,922Net Assets 2023: $165,9222023Assets 2024: $160,041Net Assets 2024: $160,0412024Assets 2025: $161,286Net Assets 2025: $161,2862025

Highlighted filing

2016

Assets$185,465
Liabilities-
Net Assets$185,465

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $62,931Expenses 2011: $56,812Net Income 2011: $6,1192011Revenue 2012: $58,567Expenses 2012: $51,231Net Income 2012: $7,3362012Revenue 2013: $62,178Expenses 2013: $55,743Net Income 2013: $6,4352013Revenue 2014: $57,808Expenses 2014: $52,725Net Income 2014: $5,0832014Revenue 2015: $57,810Expenses 2015: $68,788Net Income 2015: -$10,9782015Revenue 2016: $62,273Expenses 2016: $63,714Net Income 2016: -$1,4412016Revenue 2017: $71,034Expenses 2017: $64,185Net Income 2017: $6,8492017Revenue 2019: $78,037Expenses 2019: $63,749Net Income 2019: $14,2882019Revenue 2020: $71,471Expenses 2020: $73,504Net Income 2020: -$2,0332020Revenue 2021: $19,560Expenses 2021: $20,106Net Income 2021: -$5462021Revenue 2022: $35,461Expenses 2022: $59,621Net Income 2022: -$24,1602022Revenue 2023: $71,167Expenses 2023: $68,611Net Income 2023: $2,5562023Revenue 2024: $60,197Expenses 2024: $76,938Net Income 2024: -$16,7412024Revenue 2025: $68,738Expenses 2025: $75,524Net Income 2025: -$6,7862025

Highlighted filing

2016

Revenue$62,273
Expenses$63,714
Net Income-$1,441
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Sep 30, 2016
Return Version
2015v2.1
Gross Receipts
$62,273
Mission and Program Overview

Mission

To foster and promote the professional preparation, effectiveness, recognition, and association of administrators and counselors of student financial aid in educational institutions beyond high school and individuals in public or private agencies or organizations concerned with student financial aid.

Assist students in financial aid information and programs

Program Services

DescriptionGrantsExpenses
FOSTER AND PROMOTE PROFESSIONAL PREPARATION, EFFECTIVENESS RECOGNITION AND ASSOCIATION OF ADMINISTRATORS AND COUN- SELORS OF STUDENT FINANCIAL AID.-$15,235
PROMOTE INTERESTS AND NEEDS OF STUDENTS, EDUCATIONAL FACILITIES AND ADMINISTRATORS CONCERNED WITH AVAILABILITY OF STUDENT AID RESOARCES.-$15,235
ASSIST EDUCATIONAL INSTITUTIONS, PUBLIC AND PRIVATE AGEN- CIES AND ORGANIZATIONS TO PROMOTE AND DEVELOP EFFECTIVE PROGRAMS OF STUDENT FINANCIAL AID.-$15,235
FACILITATE COMMUNICATIONS AMONG EDUCATIONAL INSTITUTIONS AGENCIES, ORGANIZATIONS, AND INDIVIDUALS CONCERNED WITH STUDENT FINANCIAL AID.-$15,235
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY MCGLOTHLANPresident-$0--
HELEN Y FAITHPast Preside-$0--
CASANDRA R RHAYVP-Community-$0--
ROBERT LEWANDOWSKIVP-Proprieta-$0--
MARK DIESTIERVP-Public 4-$0--
JOANNE LEIJONVP-Private 4-$0--
MOLLY WALSHSecretary-$0--
MICHELLE HOLDWAYTreasurer-$0--
STACIE ENGLUNDTreasurer El-$0--
JENNIFER S KNIGHTPresident El-$0--
Filing and Contact Details

Filer

Filer Name
OREGON ASS'N STUDENT FIN AID ADMIN
EIN
93-0865563
Phone
5033522858
Address
PACIFIC UNIVERSITY 2043 COLLEGE WAY, FOREST GROVE, OR 97116

Signing Officer

Name
Stacie Englund
Title
Treasurer Elect
Phone
5413461299
Signed
2016-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Hubert B Erwin CPA
Address
1845 FAIRGROUNDS RD NE, SALEM, OR 97301-7132
Preparer
Hubert B Erwin
Phone
5033991778
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses travel 3,779 conferences/meetings 40,498 insurance 1,637 total 45,914

Form 990-ez, Part III, Line 31

Facilitate communications among educational institutions agencies, organizations, and individuals concerned with student financial aid.

Raw XML Appendix181 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.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0259694
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL 3,779 CONFERENCES/MEETINGS 40,498 INSURANCE 1,637 TOTAL 45,914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FACILITATE COMMUNICATIONS AMONG EDUCATIONAL INSTITUTIONS AGENCIES, ORGANIZATIONS, AND INDIVIDUALS CONCERNED WITH STUDENT FINANCIAL AID.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
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ReturnHeader/ReturnTs02016-09-29T16:45:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.61$1.61$0.69$0.76$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.60$1.60$0.60$0.77$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.71$0.69$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.84$1.84$0.35$0.60$0.24
2021Detailed filing. Detailed filing data is available for this year.$2.32$2.32$0.20$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.07$2.07$0.71$0.74$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.04$2.04$0.78$0.64$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.92$1.92$0.71$0.64$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.85$1.85$0.62$0.64$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.87$1.87$0.58$0.69$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.98$1.98$0.58$0.53$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$1.93$0.62$0.56$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$1.86$0.59$0.51$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.79$0.63$0.57$0.06