Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Oregon Ass'N Student Fin Aid Admin C/O Michelle H Holdway Treasurer
990EZ • Fiscal year 2020 • EIN 93-0865563
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
47th percentile
Faster asset growth than 47% of similar nonprofits.
Revenue Growth
55th percentile
Faster revenue growth than 55% of similar nonprofits.
Balance Sheet
Assets
Up$207,404
Up $3,546 (+1.7%) from 2019
Net Assets
Up$207,404
Up $3,546 (+1.7%) from 2019
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$71,471
Down $6,566 (-8.4%) from 2019
Expenses
Up$73,504
Up $9,755 (+15%) from 2019
Net Income
Down-$2,033
Down $16,321 (-114%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2019 to May 31, 2020
- Signed
- Sep 30, 2020
- Return Version
- 2019v5.0
- Gross Receipts
- $71,471
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| FOSTER AND PROMOTE PROFESSIONAL PREPARATION, EFFECTIVENESS RECOGNITION AND ASSOCIATION OF ADMINISTRATORS AND COUNSELORS OF STUDENT FINANCIAL AID. | - | $16,559 |
| PROMOTE INTERESTS AND NEEDS OF STUDENTS, EDUCATIONAL FACILITIES AND ADMINISTRATORS CONCERNED WITH AVAILABILITY OF STUDENT AID RESOURCES. | - | $16,559 |
| ASSIST EDUCATIONAL INSTITUTIONS, PUBLIC AND PRIVATE AGENCIES AND ORGANIZATIONS TO PROMOTE AND DEVELOP EFFECTIVE PROGRAMS OF STUDENT FINANCIAL AID. | - | $16,559 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BRIAN HULTGREN | President | - | $0 | - | - |
| RYAN M WEST | President-El | - | $0 | - | - |
| ANASTACIA M DILLON | Past Preside | - | $0 | - | - |
| CARLOS VILLARROEL | VP - Communi | - | $0 | - | - |
| REGAN KAPLAN | VP - Public | - | $0 | - | - |
| KAREN FOBERT | VP - Indepen | - | $0 | - | - |
| MARY YONKER | VP - Proprie | - | $0 | - | - |
| HOLLI JOHNSON-KEETON | Secretary | - | $0 | - | - |
| RUSSELL SEIDELMAN | Past Treasur | - | $0 | - | - |
| HEATHER B HALL LEWIS | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- OREGON ASS'N STUDENT FIN AID ADMIN
- EIN
- 93-0865563
- Phone
- 5039437311
- Address
- 5000 N WILLAMETTE BLVD, PORTLAND, OR 97203
Signing Officer
- Name
- Heather B Hall Lewis
- Title
- Treasurer
- Phone
- 5039437311
- Signed
- 2020-09-30
Preparer
- Firm
- WANT & EMERY CPA'S PC
- Address
- PO BOX 1029, NEWBERG, OR 97132-8029
- Preparer
- Deanne Platter
- Phone
- 5035385023
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office supplies/postage 2,016 member software 4,599 travel 8,403 entertainment 1,800 equity/diversity 110 registration fees 2,100 miscellaneous 211 insurance 1,608 training 1,265 food 2,433 committee expenses 9,247 awards 180 licenses & fees 458 volunteer committee expen 1,005 service fees 2,279 total 37,714”
Form 990-ez, Part I, Line 20
“Unrealized gain on mutual funds 5,581 unrealized loss on mutual funds 0”
Form 990-ez, Part III
“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.”
Raw XML Appendix188 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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
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| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 561 |
| IRS990EZ/GrossReceiptsAmt | 0 | 71471 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | HOLLI JOHNSON-KEETON |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT-EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VP - COMMUNI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VP - PUBLIC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VP - INDEPEN |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | PAST TREASUR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 5581 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 37714 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 6050 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FOSTER AND PROMOTE PROFESSIONAL PREPARATION, EFFECTIVENESS RECOGNITION AND ASSOCIATION OF ADMINISTRATORS AND COUNSELORS OF STUDENT FINANCIAL AID. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROMOTE INTERESTS AND NEEDS OF STUDENTS, EDUCATIONAL FACILITIES AND ADMINISTRATORS CONCERNED WITH AVAILABILITY OF STUDENT AID RESOURCES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | ASSIST EDUCATIONAL INSTITUTIONS, PUBLIC AND PRIVATE AGENCIES AND ORGANIZATIONS TO PROMOTE AND DEVELOP EFFECTIVE PROGRAMS OF STUDENT FINANCIAL AID. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 16559 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 16559 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 16559 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 561 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 73504 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 49677 |
| IRS990EZ/TotalRevenueAmt | 0 | 71471 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.OASFAAONLINE.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 61018 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 64141 |
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| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 51883 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 51880 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 289013 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 4403 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 4643 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 12210 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 13288 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2017 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 36561 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 6050 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 9253 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 18305 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 19151 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 10393 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 63152 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 4403 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 4643 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 12210 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 13288 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 2017 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 36561 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.09000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.09000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.90590 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.91350 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 352165 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 67068 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 73394 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 78396 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 71034 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 62273 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 352165 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 71471 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 78037 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 90606 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 84322 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 64290 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 388726 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE SUPPLIES/POSTAGE 2,016 MEMBER SOFTWARE 4,599 TRAVEL 8,403 ENTERTAINMENT 1,800 EQUITY/DIVERSITY 110 REGISTRATION FEES 2,100 MISCELLANEOUS 211 INSURANCE 1,608 TRAINING 1,265 FOOD 2,433 COMMITTEE EXPENSES 9,247 AWARDS 180 LICENSES & FEES 458 VOLUNTEER COMMITTEE EXPEN 1,005 SERVICE FEES 2,279 TOTAL 37,714 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNREALIZED GAIN ON MUTUAL FUNDS 5,581 UNREALIZED LOSS ON MUTUAL FUNDS 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | HEATHER B HALL LEWIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5039437311 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-09-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OREGON ASS'N STUDENT FIN AID ADMIN |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OREG |
| ReturnHeader/Filer/EIN | 0 | 930865563 |
| ReturnHeader/Filer/PhoneNum | 0 | 5039437311 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5000 N WILLAMETTE BLVD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97203 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | C990CD76211B8A5FB7D285129658616DC9A34D89 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | BE9F6E10931C9AF3B8DB840E162A3F9E9A23EB81 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 50.126.81.10 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-10-09 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 11:07:54 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 200485578 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WANT & EMERY CPA'S PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 1029 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NEWBERG |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 971328029 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5035385023 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-09-29 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DEANNE PLATTER |
| ReturnHeader/ReturnTs | 0 | 2020-10-09T11:07:54-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-05-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $207,404
- Liabilities
- -
- Net assets
- $207,404
- Revenue
- $71,471
- Expenses
- $73,504
- Net income
- -$2,033