Civic Intelligence

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

990EZ • Fiscal year 2024 • EIN 93-0865563

Jun 01, 2023 to May 31, 2024 • Filed on Nov 01, 2024

958 S 38th StSpringfield, OR 97478

(541) 346-9138

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

15th percentile

-28%

Higher net margin than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

41st percentile

-3.5%

Faster asset growth than 41% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-15%

Faster revenue growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$160,041

Down $5,881 (-3.5%) from 2023

Net Assets

Down

$160,041

Down $5,881 (-3.5%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$60,197

Down $10,970 (-15%) from 2023

Expenses

Up

$76,938

Up $8,327 (+12%) from 2023

Net Income

Down

-$16,741

Down $19,297 (-755%) from 2023

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

2024

Assets$160,041
Liabilities-
Net Assets$160,041

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

2024

Revenue$60,197
Expenses$76,938
Net Income-$16,741
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Nov 1, 2024
Return Version
2023v5.0
Gross Receipts
$60,197
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.-$74,185
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

NameTitleFull / Part TimeBaseOtherTotal
LOIS DEGHETTOPast Preside-$0--
CARLOS VILLARROELPresident-$0--
KAREN ASHPresident-El-$0--
GOLDEN EYESTONVice Preside-$0--
GILBERT ROGERSVice Preside-$0--
KAREN GARCIAVice Preside-$0--
SHAUNA WINGVice Preside-$0--
LESLIE LLOYDSecretary-$0--
JOANNE LEIJONTreasurer-$0--
SHAUNA HARPERTreasurer-El-$0--
Filing and Contact Details

Filer

Filer Name
OREGON ASS'N STUDENT FIN AID ADMIN
EIN
93-0865563
Phone
5413469138
Address
958 S 38TH ST, SPRINGFIELD, OR 97478

Signing Officer

Name
Shauna Harper
Title
Treasurer-elect
Phone
5037687096
Signed
2024-11-01

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 2,613 member software 6,358 travel 7,445 entertainment 650 give away items 1,841 attendance 1,352 speaker fees 3,000 insurance 1,769 contract services 2,397 food 813 licenses & fees 500 doj org fees 107 foreign taxes paid 129 total 28,974

Form 990-ez, Part I, Line 20

Unrealized gain on mutual funds 10,861 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.

Form 990-ez, Part V, Line 34

The organization updated the bylaws to add an idea (inclusion, diversity, equity and access) advocate as voting member of the executive council. The position will have a two-year term.

Raw XML Appendix178 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDE
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IRS990EZ/OperateHospitalInd0false
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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.
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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES/POSTAGE 2,613 MEMBER SOFTWARE 6,358 TRAVEL 7,445 ENTERTAINMENT 650 GIVE AWAY ITEMS 1,841 ATTENDANCE 1,352 SPEAKER FEES 3,000 INSURANCE 1,769 CONTRACT SERVICES 2,397 FOOD 813 LICENSES & FEES 500 DOJ ORG FEES 107 FOREIGN TAXES PAID 129 TOTAL 28,974
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON MUTUAL FUNDS 10,861 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/ExplanationTxt3THE ORGANIZATION UPDATED THE BYLAWS TO ADD AN IDEA (INCLUSION, DIVERSITY, EQUITY AND ACCESS) ADVOCATE AS VOTING MEMBER OF THE EXECUTIVE COUNCIL. THE POSITION WILL HAVE A TWO-YEAR TERM.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART V, LINE 34
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAUNA HARPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER-ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum05037687096
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
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ReturnHeader/Filer/EIN0930865563
ReturnHeader/Filer/PhoneNum05413469138
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBERG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097132
ReturnHeader/PreparerPersonGrp/PhoneNum05035385023
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEANNE PLATTER
ReturnHeader/ReturnTs02024-11-04T10:48:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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