Civic Intelligence

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

990EZ • Fiscal year 2021 • EIN 93-0865563

Jun 01, 2020 to May 31, 2021 • Filed on Oct 28, 2021

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

31st percentile

-2.8%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

58th percentile

12%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-73%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$232,261

Up $24,857 (+12%) from 2020

Net Assets

Up

$232,261

Up $24,857 (+12%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$19,560

Down $51,911 (-73%) from 2020

Expenses

Down

$20,106

Down $53,398 (-73%) from 2020

Net Income

Up

-$546

Up $1,487 (+73%) from 2020

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

2021

Assets$232,261
Liabilities-
Net Assets$232,261

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

2021

Revenue$19,560
Expenses$20,106
Net Income-$546
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 28, 2021
Return Version
2020v4.0
Gross Receipts
$50,985
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.-$937
PROMOTE INTERESTS AND NEEDS OF STUDENTS, EDUCATIONAL FACILITIES AND ADMINISTRATORS CONCERNED WITH AVAILABILITY OF STUDENT AID RESOURCES.-$936
ASSIST EDUCATIONAL INSTITUTIONS, PUBLIC AND PRIVATE AGENCIES AND ORGANIZATIONS TO PROMOTE AND DEVELOP EFFECTIVE PROGRAMS OF STUDENT FINANCIAL AID.-$936
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN HULTGRENPast-Preside-$0--
RYAN M WESTPresident-$0--
KIM LAMBORNPresident-El-$0--
FRANKIE EVERETTVP - Communi-$0--
SHAUNA HARPERVP - Public-$0--
CASSIE COPELANDVP - Indepen-$0--
MARY YONKERVP - Proprie-$0--
LOIS DEGHETTOSecretary-$0--
HEATHER B HALL LEWISTreasurer-$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
2021-10-28

Preparer

Firm
Want & Emery Cpas
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 7 member software 4,811 insurance 1,608 training 7,355 committee expenses 215 awards 594 licenses & fees 246 service fees 435 total 15,271

Form 990-ez, Part I, Line 20

Unrealized gain on mutual funds 25,403 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 Appendix187 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0BRIAN HULTGREN
CompensationExplanation/CompensationExplanationGrp/PersonNm1RYAN M WEST
CompensationExplanation/CompensationExplanationGrp/PersonNm2KIM LAMBORN
CompensationExplanation/CompensationExplanationGrp/PersonNm3FRANKIE EVERETT
CompensationExplanation/CompensationExplanationGrp/PersonNm4SHAUNA HARPER
CompensationExplanation/CompensationExplanationGrp/PersonNm5CASSIE COPELAND
CompensationExplanation/CompensationExplanationGrp/PersonNm6MARY YONKER
CompensationExplanation/CompensationExplanationGrp/PersonNm7LOIS DEGHETTO
CompensationExplanation/CompensationExplanationGrp/PersonNm8HEATHER B HALL LEWIS
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HEATHER HALL LEWIS
IRS990EZ/BooksInCareOfDetail/PhoneNum02196895531
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05000 N WILLAMETTE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0207404
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0232261
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05325
IRS990EZ/CostOrOtherBasisExpenseSaleAmt031425
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-546
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02835
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0207404
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0232261
IRS990EZ/GainOrLossFromSaleOfAssetsAmt011751
IRS990EZ/GrossReceiptsAmt050985
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02484
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0207404
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0232261
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0207404
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0232261
IRS990EZ/OccupancyRentUtltsAndMaintAmt02000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
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/PersonNm0BRIAN HULTGREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN M WEST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KIM LAMBORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANKIE EVERETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHAUNA HARPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CASSIE COPELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARY YONKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LOIS DEGHETTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HEATHER B HALL LEWIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP - COMMUNI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP - PUBLIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP - INDEPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VP - PROPRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt025403
IRS990EZ/OtherExpensesTotalAmt015271
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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/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/ProgramServiceExpensesAmt0937
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1936
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2936
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt043176
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020106
IRS990EZ/TotalProgramServiceExpensesAmt02809
IRS990EZ/TotalRevenueAmt019560
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OASFAAONLINE.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt061018
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt064141
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt060091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051883
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0242458
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014235
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04403
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04643
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013288
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt048779
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt09253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018305
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019151
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt052759
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014235
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04403
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04643
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt048779
IRS990ScheduleA/InvestmentIncomeCYPct00.14000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85820
IRS990ScheduleA/PublicSupportPY509Pct00.90590
IRS990ScheduleA/PublicSupportTotal509Amt0295217
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05325
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt067068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt073394
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt078396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt071034
IRS990ScheduleA/Total509Grp/TotalAmt0295217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019560
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt071471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt078037
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt084322
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0343996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES/POSTAGE 7 MEMBER SOFTWARE 4,811 INSURANCE 1,608 TRAINING 7,355 COMMITTEE EXPENSES 215 AWARDS 594 LICENSES & FEES 246 SERVICE FEES 435 TOTAL 15,271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON MUTUAL FUNDS 25,403 UNREALIZED LOSS ON MUTUAL FUNDS 0
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER B HALL LEWIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05039437311
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200485578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WANT & EMERY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1029
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBERG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0971328029
ReturnHeader/PreparerPersonGrp/PhoneNum05035385023
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEANNE PLATTER
ReturnHeader/ReturnTs02021-11-09T09:12:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEATHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HALL LEWIS
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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