Civic Intelligence

Oregon State Council of Service Employees

990 • Fiscal year 2018 • EIN 93-0887838

Apr 01, 2017 to Mar 31, 2018 • Filed on Jan 17, 2019

6401 SE Foster RoadPortland, OR 97206

(503) 235-5141

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.14x

Higher debt load relative to assets than 80% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.05x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

79th percentile

18%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

66th percentile

$145,714

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

98th percentile

82%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

24%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,007,722

Up $454,523 (+82%) from 2017

Net Assets

Up

$862,240

Up $577,524 (+203%) from 2017

Liabilities

Down

$145,482

Down $123,001 (-46%) from 2017

Revenue

Up

$3,126,420

Up $599,519 (+24%) from 2017

Expenses

Down

$2,548,896

Down $69,940 (-2.7%) from 2017

Net Income

Up

$577,524

Up $669,459 (+728%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2012: $1,001,891Liabilities 2012: $110,063Net Assets 2012: $891,8282012Assets 2013: $309,420Liabilities 2013: $6,367Net Assets 2013: $303,0532013Assets 2014: $517,298Liabilities 2014: $209,787Net Assets 2014: $307,5112014Assets 2015: $616,825Liabilities 2015: $141,682Net Assets 2015: $475,1432015Assets 2016: $551,935Liabilities 2016: $175,284Net Assets 2016: $376,6512016Assets 2017: $553,199Liabilities 2017: $268,483Net Assets 2017: $284,7162017Assets 2018: $1,007,722Liabilities 2018: $145,482Net Assets 2018: $862,2402018Assets 2019: $1,044,493Liabilities 2019: $222,425Net Assets 2019: $822,0682019Assets 2020: $696,187Liabilities 2020: $137,832Net Assets 2020: $558,3552020Assets 2021: $715,772Liabilities 2021: $136,975Net Assets 2021: $578,7972021Assets 2022: $548,051Liabilities 2022: $38,327Net Assets 2022: $509,7242022Assets 2023: $324,404Liabilities 2023: $28,129Net Assets 2023: $296,2752023Assets 2025: $103,530Liabilities 2025: $27,202Net Assets 2025: $76,3282025

Highlighted filing

2018

Assets$1,007,722
Liabilities$145,482
Net Assets$862,240

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $1,329,4942012Expenses 2013: $1,100,4132013Revenue 2014: $2,013,445Expenses 2014: $2,008,987Net Income 2014: $4,4582014Revenue 2015: $2,226,495Expenses 2015: $2,058,863Net Income 2015: $167,6322015Revenue 2016: $2,425,629Expenses 2016: $2,489,505Net Income 2016: -$63,8762016Revenue 2017: $2,526,901Expenses 2017: $2,618,836Net Income 2017: -$91,9352017Revenue 2018: $3,126,420Expenses 2018: $2,548,896Net Income 2018: $577,5242018Revenue 2019: $3,072,004Expenses 2019: $3,112,176Net Income 2019: -$40,1722019Revenue 2020: $1,566,968Expenses 2020: $1,830,681Net Income 2020: -$263,7132020Revenue 2021: $370,615Expenses 2021: $350,173Net Income 2021: $20,4422021Revenue 2022: $293,612Expenses 2022: $362,685Net Income 2022: -$69,0732022Revenue 2023: $340,556Expenses 2023: $542,294Net Income 2023: -$201,7382023Revenue 2025: $450,002Expenses 2025: $577,263Net Income 2025: -$127,2612025

Highlighted filing

2018

Revenue$3,126,420
Expenses$2,548,896
Net Income$577,524
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jan 17, 2019
Return Version
2017v2.3
Gross Receipts
$3,141,692
Mission and Program Overview

Mission

Representation and service to indirect union members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$500,960-
Cash and Non-Interest-Bearing Accounts$147,186$288,491▲ $141,305
Accounts Receivable$385,673$194,392▼ $191,281
Land, Buildings, and Equipment, Net$15,342$20,495▲ $5,153
Prepaid Expenses and Deferred Charges$4,748$3,134▼ $1,614
Total Assets$553,199$1,007,722▲ $454,523
Other Assets Total$250$250→ $0
Liabilities
Deferred Revenue$100,000$100,000→ $0
Accounts Payable and Accrued Expenses$168,483$45,482▼ $123,001
Total Liabilities$268,483$145,482▼ $123,001
Net Assets / Fund Balance
Unrestricted Net Assets$284,716$862,240▲ $577,524
Total Net Assets Fund Balance$284,716$862,240▲ $577,524
Total Liabilities and Net Assets / Fund Balance$553,199$1,007,722▲ $454,523

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,495$37,513$58,008
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew SwansonExecutive DirectorFT$101,775$43,939$145,714

Board Members and Trustees

NameTitle
Steve DemarestPresident
Meg NiemiVice Chair
Felisa HaginsDirector
Brian RudigerFormer Secretary/treasurer
Melissa UngerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,128,456
Investment Income
$-2,036
Other Revenue
$0
Change in Net Assets
$577,524
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,165,510
Other Expenses$378,386
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,320,044
Other Employee Benefits---$274,801
Office Expenses---$264,272
Pension Plan Contributions---$255,145
Payroll Taxes---$169,806
Current Officers, Directors, Trustees, and Key Employees---$145,714
Occupancy---$38,053
Insurance---$24,272
Conferences and Meetings---$14,181
Travel---$9,815
Depreciation Depletion---$8,331
Fees for Services Accounting---$7,789
Grants to Domestic Orgs---$5,000
Information Technology---$5,000
Fees for Services Other---$3,750
All Other Expenses---$2,923
Total Functional Expenses$0$0$0$2,548,896
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$5,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Membership in the oregon state council shall include all locals of seiu in the state of oregon, or locals that represent seiu members in oregon, currently including local 49 and local 503.

Form 990, Part VI, Section A, Line 7A

Indirect members elect the two governing members of the oregon state council.

Form 990, Part VI, Section A, Line 7B

Indirect members approve actions of board through voting process.

Form 990, Part VI, Section B, Line 11B

Officers review before filing.

Form 990, Part VI, Section B, Line 15

(a) - governing body reviews outside standards for determining executive directors compensation. (b) - governing body reviews outside standards for determining compensation of officers and key employees.

Form 990, Part VI, Section C, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Oregon State Council
EIN
93-0887838
Phone
5032355141
Address
6401 SE FOSTER ROAD, PORTLAND, OR 97206

Signing Officer

Name
Steve Demarest
Title
President
Phone
5032355141
Signed
2019-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Demarest
Formed
1985
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
4
Employees
60
Volunteers
94

Preparer

Firm
Mcdonald Jacobs Pc
Address
520 SW YAMHILL ST STE 500, PORTLAND, OR 97204
Preparer
Karin S Wandtke
Phone
5032270581
Raw XML Appendix335 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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IRS990/Desc0ACA PROJECT - THE STATE COUNCIL PROVIDES SERVICES TO ASSIST APPROXIMATELY 20,000 TRUST ELIGIBLE WORKERS TO ENROLL IN INDIVIDUAL MARKETPLACE EXCHANGE COVERAGE UNDER THE AFFORDABLE CARE ACT.
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IRS990/Form990PartVIISectionAGrp/PersonNm1MEG NIEMI
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN RUDIGER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2FORMER SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5EXECUTIVE DIRECTOR
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt011865
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/ProgramServiceRevenueGrp/Desc0ACA SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc1WORKERS JUSTICE
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP DUES & ASSE
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE STATE COUNCIL'S PURPOSE IS TO PROVIDE SERVICES AND PROTECT THE INTEREST OF ITS INDIRECT MEMBERS - THERE ARE APPROXIMATELY 62,000 INDIRECT MEMBERS IN OUR TWO MEMBER GROUP.
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE STATE COUNCIL INCURRED COSTS FOR CANDIDATES FOR PUBLIC OFFICE WHO WERE SUPPORTED BY ITS MEMBER UNIONS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP IN THE OREGON STATE COUNCIL SHALL INCLUDE ALL LOCALS OF SEIU IN THE STATE OF OREGON, OR LOCALS THAT REPRESENT SEIU MEMBERS IN OREGON, CURRENTLY INCLUDING LOCAL 49 AND LOCAL 503.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INDIRECT MEMBERS ELECT THE TWO GOVERNING MEMBERS OF THE OREGON STATE COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INDIRECT MEMBERS APPROVE ACTIONS OF BOARD THROUGH VOTING PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4(A) - GOVERNING BODY REVIEWS OUTSIDE STANDARDS FOR DETERMINING EXECUTIVE DIRECTORS COMPENSATION. (B) - GOVERNING BODY REVIEWS OUTSIDE STANDARDS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalLiabilitiesGrp/BOYAmt0268483
IRS990/TotalLiabilitiesGrp/EOYAmt0145482
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0284716
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0862240
IRS990/TotalOtherCompensationAmt043939
IRS990/TotalProgramServiceExpensesAmt02201999
IRS990/TotalProgramServiceRevenueAmt03128456
IRS990/TotalReportableCompFromOrgAmt0101775
IRS990/TotalRevenueGrp/ExclusionAmt0-2036
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03128456
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03126420
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt094
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0553199
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01007722
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt09815
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0284716
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0862240
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06401 SE FOSTER ROAD
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097206
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE DEMAREST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032355141
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON STATE COUNCIL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SERVICE EMPLOYEES
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0930887838
ReturnHeader/Filer/PhoneNum05032355141
ReturnHeader/Filer/USAddress/AddressLine1Txt06401 SE FOSTER ROAD
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097206
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId012C169358FFED8878C37D2C76A86A776983F61F2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.204.228.78
ReturnHeader/FilingSecurityInformation/IPDt02019-01-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:45:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930900579
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCDONALD JACOBS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0520 SW YAMHILL ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097204
ReturnHeader/PreparerPersonGrp/PhoneNum05032270581
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARIN S WANDTKE
ReturnHeader/ReturnTs02019-02-13T16:11:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.03$0.08$0.45$0.58$0.13
2023Summary only. Only limited summary data is available for this year.$0.32$0.03$0.30$0.34$0.54$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.04$0.51$0.29$0.36$0.07
2021Summary only. Only limited summary data is available for this year.$0.72$0.14$0.58$0.37$0.35$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.14$0.56$1.57$1.83$0.26
2019Summary only. Only limited summary data is available for this year.$1.04$0.22$0.82$3.07$3.11$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.15$0.86$3.13$2.55$0.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.27$0.28$2.53$2.62$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.18$0.38$2.43$2.49$0.06
2015Summary only. Only limited summary data is available for this year.$0.62$0.14$0.48$2.23$2.06$0.17
2014Summary only. Only limited summary data is available for this year.$0.52$0.21$0.31$2.01$2.01$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.01$0.30$1.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.11$0.89$1.33