Civic Intelligence

Education Together Foundation Inc.

990 • Fiscal year 2015 • EIN 93-0962056

Jul 01, 2014 to Jun 30, 2015 • Filed on May 11, 2016

PO Box 523Junction City, OR 97448

(541) 998-3887

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

63rd percentile

4.5%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-46%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,410,463

Up $61,050 (+4.5%) from 2014

Net Assets

Up

$1,410,463

Up $61,050 (+4.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$154,097

Down $133,807 (-46%) from 2014

Expenses

Up

$97,341

Up $7,272 (+8.1%) from 2014

Net Income

Down

$56,756

Down $141,079 (-71%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $915,294Liabilities 2010: $0Net Assets 2010: $915,2942010Assets 2011: $1,093,895Liabilities 2011: $0Net Assets 2011: $1,093,8952011Assets 2012: $1,041,102Liabilities 2012: $0Net Assets 2012: $1,041,1022012Assets 2013: $1,160,373Liabilities 2013: $0Net Assets 2013: $1,160,3732013Assets 2014: $1,349,413Liabilities 2014: $0Net Assets 2014: $1,349,4132014Assets 2015: $1,410,463Liabilities 2015: $0Net Assets 2015: $1,410,4632015Assets 2016: $1,374,856Liabilities 2016: $0Net Assets 2016: $1,374,8562016Assets 2017: $1,601,487Liabilities 2017: $0Net Assets 2017: $1,601,4872017Assets 2018: $1,721,093Liabilities 2018: $0Net Assets 2018: $1,721,0932018Assets 2019: $1,796,946Liabilities 2019: $0Net Assets 2019: $1,796,9462019Assets 2020: $1,769,416Liabilities 2020: $0Net Assets 2020: $1,769,4162020Assets 2021: $2,363,775Liabilities 2021: $0Net Assets 2021: $2,363,7752021Assets 2022: $2,350,668Liabilities 2022: $0Net Assets 2022: $2,350,6682022Assets 2023: $2,466,002Liabilities 2023: $0Net Assets 2023: $2,466,0022023Assets 2024: $2,663,170Liabilities 2024: $0Net Assets 2024: $2,663,1702024

Highlighted filing

2015

Assets$1,410,463
Liabilities$0
Net Assets$1,410,463

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $133,657Expenses 2010: $63,124Net Income 2010: $70,5332010Revenue 2011: $110,853Expenses 2011: $81,482Net Income 2011: $29,3712011Expenses 2012: $100,9882012Expenses 2013: $84,7942013Revenue 2014: $287,904Expenses 2014: $90,069Net Income 2014: $197,8352014Revenue 2015: $154,097Expenses 2015: $97,341Net Income 2015: $56,7562015Revenue 2016: $125,071Expenses 2016: $98,617Net Income 2016: $26,4542016Revenue 2017: $194,249Expenses 2017: $103,207Net Income 2017: $91,0422017Revenue 2018: $126,267Expenses 2018: $104,897Net Income 2018: $21,3702018Revenue 2019: $87,221Expenses 2019: $98,800Net Income 2019: -$11,5792019Revenue 2020: $68,429Expenses 2020: $85,649Net Income 2020: -$17,2202020Revenue 2021: $202,459Expenses 2021: $91,626Net Income 2021: $110,8332021Revenue 2022: $241,919Expenses 2022: $102,135Net Income 2022: $139,7842022Revenue 2023: $141,719Expenses 2023: $150,686Net Income 2023: -$8,9672023Revenue 2024: $153,032Expenses 2024: $158,846Net Income 2024: -$5,8142024

Highlighted filing

2015

Revenue$154,097
Expenses$97,341
Net Income$56,756
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 11, 2016
Return Version
2014v6.0
Gross Receipts
$167,498
Mission and Program Overview

Mission

Enhance educational opportunities for residents of the Junction City, School District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,190,571$1,242,841▲ $52,270
Cash and Non-Interest-Bearing Accounts$158,842$99,029▼ $59,813
Savings and Temporary Cash Investments$4,294$68,593▲ $64,299
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,353,707$1,410,463▲ $56,756
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,289,295$1,346,166▲ $56,871
Temporarily Rstr Net Assets$64,412$64,297▼ $115
Total Net Assets Fund Balance$1,353,707$1,410,463▲ $56,756
Total Liabilities and Net Assets / Fund Balance$1,353,707$1,410,463▲ $56,756

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,314$1,314

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,204,229$98,108▲ $8,916-$1,242,841
2013$1,054,074$58,291▲ $164,194$37,420$1,204,229
2012$940,786$33,709▲ $98,469$-12,527$1,054,074
2011$985,505$17,039▼ $29,462$-11,076$940,786
2010$825,108$39,051▲ $169,584$8,872$985,505
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gary NelsonBoard Chair
Jill CaseVice Chair
John HuntsBoard
Pam FiskeBoard
Ray SwartBoard
Susie MooreBoard
Tom CampbellBoard
Harley HaganBoard Member
Janet GibsonBoard Member
Lynda TaylorBoard Member
Nancy GiffordBoard Member
Donetta WoodAssistant Treas
Mary WhitlockSecretary
Traci CollinsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,190
Program Service Revenue
$4,686
Investment Income
$8,994
Other Revenue
$8,227
All Other Contributions
$126,675
Change in Net Assets
$56,756
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$79,130
Other Expenses$18,211
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$79,130--$79,130
Fees for Service Investment Mgmnt Fees$9,978--$9,978
Fees for Services Accounting-$2,375-$2,375
Advertising-$1,057-$1,057
Fees for Services Other$660--$660
Insurance-$475-$475
All Other Expenses-$300-$300
Other Expenses-$135-$135
Total Functional Expenses$89,768$7,573$0$97,341
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,143
Fundraising Direct Expenses$10,916
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinner Gala$24,658$19,143$3,772$15,371
Total Events$24,658$19,143$10,916$8,227
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Normally the board treasurer presents the form 990 at a regular meeting of the board and the board votes to approve the return for submission. Due to time constraints this fiscal year, the board will not review the form 990 until after it has been submitted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Form 990 is published on the organization's website at junctioncity.com/etf. A copy of or access to the organization's articles of incorporation and bylaws maybe requested by the public from any board member.

Part VI Section B Line 12C

Each board member and each scholarship committee reads and signs a copy of the conflict of interest policy prior to beginning the process for allocating awards early in each year.

Filing and Contact Details

Filer

Filer Name
Education Together Foundation Inc
EIN
93-0962056
Phone
5419983887
Address
PO Box 523, Junction City, OR 97448

Signing Officer

Name
Traci Collins
Title
Treasurer
Signed
2016-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
33

Preparer

Firm
Woodland & Woodland CPA
Address
PO BOX 10, JUNCTION CITY, OR 97448-0010
Preparer
Martha Jane Woodland
Phone
5419983307
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - The beginning balance was off by $4,294, There was a money market account left off of the prior tax return. We adjusted the beginning balance by $4,294. The account makes minimal interest income every year.

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Part V Line 4THE GOAL OF EDUCATION TOGHETHER'S INVESTMENT PROGRAM FOR FUNDS HELD AS BOARD-DESIGNATED ENDOWMENTS IS TO ACHIEVE A TOTAL RATE OF RETURN THAT WILL ALLOW EDUCATION TOGETHER TO RESPOND TO TODAY'S NEEDS AND THE LONG-TERM GROWTH NECESSARY TO RESPOND TO FUTURE NEEDS. TO MEET THIS OBJECTIVE, ASSETS ARE INVESTED WITH OCF TO PRODUCE A REASONABLE RETURN OVER A REASONABLE PERIOD, CONSISTENT WITH PAYOUT SCHEDULE AND PROGRAM OBJECTIVE OF THE FUND.

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IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0Enhance educational opportunities for residents of the Junction City, School District.
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08227
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08227
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc0Printing and Publications
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IRS990/OtherExpensesGrp/Desc2Taxes/fees
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02161
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1835
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2235
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3135
IRS990/OtherExpensesGrp/TotalAmt02161
IRS990/OtherExpensesGrp/TotalAmt1835
IRS990/OtherExpensesGrp/TotalAmt2235
IRS990/OtherExpensesGrp/TotalAmt3135
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0OCF Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04686
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IRS990/PYContributionsGrantsAmt0104813
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt082089
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IRS990/PYOtherExpensesAmt07980
IRS990/PYOtherRevenueAmt010103
IRS990/PYRevenuesLessExpensesAmt0197835
IRS990/PYTotalExpensesAmt090069
IRS990/PYTotalRevenueAmt0287904
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt056756
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt098256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt064597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt090499
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010086
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012965
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt097988
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt064597
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0495787
IRS990ScheduleA/TotalSupportAmt0539331
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09800
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01204229
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt098108
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01242841
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt058612
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt08916
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03371
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01054074
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt058291
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01204229
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt031539
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0164194
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt037420
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010561
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0940786
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt033709
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01054074
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt020856

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.15$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.14$0.15$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.24$0.10$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.20$0.09$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.07$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.09$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.13$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.19$0.10$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.13$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15$0.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.29$0.09$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.10
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.11$0.08$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.13$0.06$0.07