Civic Intelligence

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

990EZ • Fiscal year 2019 • EIN 93-0865563

Jun 01, 2018 to May 31, 2019 • Filed on Feb 10, 2020

Organization ProfileWWW.OASFAAONLINE.ORG
5000 N Willamette BlvdPortland, OR 97203

(503) 943-7311

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

3.0%

Faster asset growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

56th percentile

4.8%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$203,858

Up $11,544 (+6.0%) from 2017

Net Assets

Up

$203,858

Up $11,544 (+6.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin74th percentile

Revenue

Up

$78,037

Up $7,003 (+9.9%) from 2017

Expenses

Down

$63,749

Down $436 (-0.7%) from 2017

Net Income

Up

$14,288

Up $7,439 (+109%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2019

Assets$203,858
Liabilities-
Net Assets$203,858
Open 2019 Filing

Operations Trend

Revenue Growth56th percentile

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

2019

Revenue$78,037
Expenses$63,749
Net Income$14,288
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Feb 10, 2020
Return Version
2018v3.2
Gross Receipts
$78,037
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

DescriptionGrantsExpenses
FOSTER AND PROMOTE PROFESSIONAL PREPARATION, EFFECTIVENESS RECOGNITION AND ASSOCIATION OF ADMINISTRATORS AND COUNSELORS OF STUDENT FINANCIAL AID.-$13,879
PROMOTE INTERESTS AND NEEDS OF STUDENTS, EDUCATIONAL FACILITIES AND ADMINISTRATORS CONCERNED WITH AVAILABILITY OF STUDENT AID RESOURCES.-$13,879
ASSIST EDUCATIONAL INSTITUTIONS, PUBLIC AND PRIVATE AGENCIES AND ORGANIZATIONS TO PROMOTE AND DEVELOP EFFECTIVE PROGRAMS OF STUDENT FINANCIAL AID.-$13,878
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN HULTGRENPresident-$0--
RYAN M WESTPresident-El-$0--
ANASTACIA M DILLONPast Preside-$0--
CARLOS VILLARROELVP - Communi-$0--
REGAN KAPLANVP - Public-$0--
KAREN FOBERTVP - Indepen-$0--
MARY YONKERVP - Proprie-$0--
HOLLI JOHNSON-KEETONSecretary-$0--
RUSSELL SEIDELMANTreasurerPT$0--
HEATHER B HALL LEWISTreasurer-El-$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
Russell Seidelman
Title
Treasurer
Phone
5039437311
Signed
2020-02-10

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 member software 5,080 travel 8,145 entertainment 900 giveaways 1,024 registration fees 2,700 insurance 1,508 office supplies 1,210 training 1,575 food 1,872 committee expenses 5,353 awards 270 licenses & fees 1,401 misc 94 service fees 2,316 total 33,448”

Form 990-ez, Part I, Line 20

“Unrealized gain (loss) on mutual funds -7,212”

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 Appendix189 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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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIAN HULTGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN M WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANASTACIA M DILLON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARLOS VILLARROEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REGAN KAPLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KAREN FOBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARY YONKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HOLLI JOHNSON-KEETON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RUSSELL SEIDELMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP - COMMUNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP - PUBLIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP - INDEPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP - PROPRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER-EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-7212
IRS990EZ/OtherExpensesTotalAmt033448
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/PrintingPublicationsPostageAmt07
IRS990EZ/ProgramServiceRevenueAmt05965
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOSTER AND PROMOTE PROFESSIONAL PREPARATION, EFFECTIVENESS RECOGNITION AND ASSOCIATION OF ADMINISTRATORS AND COUNSELORS OF STUDENT FINANCIAL AID.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROMOTE INTERESTS AND NEEDS OF STUDENTS, EDUCATIONAL FACILITIES AND ADMINISTRATORS CONCERNED WITH AVAILABILITY OF STUDENT AID RESOURCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ASSIST EDUCATIONAL INSTITUTIONS, PUBLIC AND PRIVATE AGENCIES AND ORGANIZATIONS TO PROMOTE AND DEVELOP EFFECTIVE PROGRAMS OF STUDENT FINANCIAL AID.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013879
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt113879
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt213878
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt04643
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TotalExpensesAmt063749
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IRS990EZ/WebsiteAddressTxt0WWW.OASFAAONLINE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt060091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt051883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt051880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0279605
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04643
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt013288
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02017
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0325
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt010393
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06200
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063302
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04643
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt013288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02017
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0325
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt032483
IRS990ScheduleA/InvestmentIncomeCYPct00.09000
IRS990ScheduleA/InvestmentIncomePYPct00.08000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.91350
IRS990ScheduleA/PublicSupportPY509Pct00.92100
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0375390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MEMBER SOFTWARE 5,080 TRAVEL 8,145 ENTERTAINMENT 900 GIVEAWAYS 1,024 REGISTRATION FEES 2,700 INSURANCE 1,508 OFFICE SUPPLIES 1,210 TRAINING 1,575 FOOD 1,872 COMMITTEE EXPENSES 5,353 AWARDS 270 LICENSES & FEES 1,401 MISC 94 SERVICE FEES 2,316 TOTAL 33,448
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN (LOSS) ON MUTUAL FUNDS -7,212
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSSELL SEIDELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039437311
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON ASS'N STUDENT FIN AID ADMIN
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0930865563
ReturnHeader/Filer/PhoneNum05039437311
ReturnHeader/Filer/USAddress/AddressLine1Txt05000 N WILLAMETTE BLVD
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097203
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.126.81.10
ReturnHeader/FilingSecurityInformation/IPDt02020-03-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:35:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200485578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WANT & EMERY CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1029
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBERG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0971328029
ReturnHeader/PreparerPersonGrp/PhoneNum05035385023
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEANNE PLATTER
ReturnHeader/ReturnTs02020-03-14T13:35:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,858
Liabilities
-
Net assets
$203,858
Revenue
$78,037
Expenses
$63,749
Net income
$14,288
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits