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 2023 • 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
51st percentile
Higher net margin than 51% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Balance Sheet
Assets
Down$165,922
Down $17,734 (-9.7%) from 2022
Net Assets
Down$165,922
Down $17,734 (-9.7%) from 2022
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$71,167
Up $35,706 (+101%) from 2022
Expenses
Up$68,611
Up $8,990 (+15%) from 2022
Net Income
Up$2,556
Up $26,716 (+111%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2022 to May 31, 2023
- Signed
- Sep 13, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $113,154
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. | - | $66,278 |
| PROMOTE INTERESTS AND NEEDS OF STUDENTS, EDUCATIONAL FACILITIES AND ADMINISTRATORS CONCERNED WITH AVAILABILITY OF STUDENT AID RESOURCES. | - | - |
| ASSIST EDUCATIONAL INSTITUTIONS, PUBLIC AND PRIVATE AGENCIES AND ORGANIZATIONS TO PROMOTE AND DEVELOP EFFECTIVE PROGRAMS OF STUDENT FINANCIAL AID. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LOIS DEGHETTO | Past Preside | - | $0 | - | - |
| CARLOS VILLARROEL | President | - | $0 | - | - |
| KAREN ASH | President-El | - | $0 | - | - |
| GOLDEN EYESTON | Vice Preside | - | $0 | - | - |
| GILBERT ROGERS | Vice Preside | - | $0 | - | - |
| KAREN GARCIA | Vice Preside | - | $0 | - | - |
| SHAUNA WING | Vice Preside | - | $0 | - | - |
| LESLIE LLOYD | Secretary | - | $0 | - | - |
| JOANNE LEIJON | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- OREGON ASS'N STUDENT FIN AID ADMIN
- EIN
- 93-0865563
- Phone
- 5039437311
- Address
- 615 S PALATINE HILL RD, PORTLAND, OR 97219
Signing Officer
- Name
- Joanne Leijon
- Title
- Treasurer
- Phone
- 5037687096
- Signed
- 2023-09-13
Preparer
- Firm
- Want CPA Pc
- Address
- 105 N MAIN ST, NEWBERG, OR 97132
- Preparer
- Deanne Platter
- Phone
- 5035385023
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office supplies/postage 760 member software 5,304 travel 8,606 entertainment 804 give away items 2,190 conference supplies 531 insurance 1,704 awards 150 committee expenses 337 contract services 1,964 food 1,969 licenses & fees 2,288 training 3,367 total 29,974”
Form 990-ez, Part I, Line 20
“Unrealized gain on mutual funds 0 unrealized loss on mutual funds -20,290”
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 Appendix176 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/PersonNm | 0 | JOANNE LEIJON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5037687096 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 615 S PALATINE HILL ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PORTLAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97219 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 183656 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 165922 |
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| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 47060 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 41987 |
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| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2556 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2333 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
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| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 165922 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 12582 |
| IRS990EZ/GrossReceiptsAmt | 0 | 113154 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
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| IRS990EZ/InvestmentIncomeAmt | 0 | 4000 |
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| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 183656 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 165922 |
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| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 165922 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.50 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LOIS DEGHETTO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CARLOS VILLARROEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | KAREN ASH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | GOLDEN EYESTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | GILBERT ROGERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | KAREN GARCIA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | SHAUNA WING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | LESLIE LLOYD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | JOANNE LEIJON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PAST PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT-EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -20290 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 29974 |
| 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 | 7525 |
| 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 | 66278 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 54569 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 68611 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 66278 |
| IRS990EZ/TotalRevenueAmt | 0 | 71167 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.OASFAAONLINE.ORG |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 47060 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 21745 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5325 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 61018 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 64141 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 199289 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 10981 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 14235 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4403 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4643 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 34262 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 11525 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 2735 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 6050 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 9253 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 29563 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 10981 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 14235 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 4403 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 4643 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 34262 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.13000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.16000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.86980 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.84250 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 228852 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 58585 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 24480 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5325 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 67068 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 73394 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 228852 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 58585 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 35461 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 19560 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 71471 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 78037 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 263114 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE SUPPLIES/POSTAGE 760 MEMBER SOFTWARE 5,304 TRAVEL 8,606 ENTERTAINMENT 804 GIVE AWAY ITEMS 2,190 CONFERENCE SUPPLIES 531 INSURANCE 1,704 AWARDS 150 COMMITTEE EXPENSES 337 CONTRACT SERVICES 1,964 FOOD 1,969 LICENSES & FEES 2,288 TRAINING 3,367 TOTAL 29,974 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNREALIZED GAIN ON MUTUAL FUNDS 0 UNREALIZED LOSS ON MUTUAL FUNDS -20,290 |
| 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 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JOANNE LEIJON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5037687096 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-09-13 |
| 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 | 615 S PALATINE HILL RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97219 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 200485578 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WANT CPA PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 105 N MAIN ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NEWBERG |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 97132 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5035385023 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-09-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DEANNE PLATTER |
| ReturnHeader/ReturnTs | 0 | 2023-09-15T13:43:11-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | HEATHER |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HALL LEWIS |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-05-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $165,922
- Liabilities
- -
- Net assets
- $165,922
- Revenue
- $71,167
- Expenses
- $68,611
- Net income
- $2,556