Civic Intelligence

Barlow-Gresham Education Association

990EZ • Fiscal year 2016 • EIN 93-0993338

Aug 01, 2015 to Jul 31, 2016 • Filed on Apr 17, 2016

501 NE Hood AveGresham, OR 97030

(503) 667-2324

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

96th percentile

42%

Higher net margin than 96% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

96th percentile

76%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

61st percentile

3.9%

Faster revenue growth than 61% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$119,128

Up $51,256 (+76%) from 2015

Net Assets

$119,128

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$120,753

Up $4,503 (+3.9%) from 2015

Expenses

Down

$69,497

Down $24,806 (-26%) from 2015

Net Income

Up

$51,256

Up $29,309 (+134%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $28,723Liabilities 2011: $02011Assets 2012: $11,045Liabilities 2012: $02012Assets 2013: $23,411Liabilities 2013: $02013Assets 2014: $45,905Liabilities 2014: $02014Assets 2015: $67,872Liabilities 2015: $02015Assets 2016: $119,128Net Assets 2016: $119,1282016Assets 2017: $130,485Net Assets 2017: $130,4852017Assets 2018: $143,411Net Assets 2018: $143,4112018Assets 2019: $155,542Net Assets 2019: $155,5422019Assets 2020: $171,141Net Assets 2020: $171,1412020Assets 2021: $167,733Net Assets 2021: $167,7332021Assets 2022: $140,948Net Assets 2022: $140,9482022Assets 2023: $105,610Net Assets 2023: $105,6102023Assets 2024: $43,419Liabilities 2024: $0Net Assets 2024: $43,4192024

Highlighted filing

2016

Assets$119,128
Liabilities-
Net Assets$119,128

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $78,937Expenses 2011: $95,207Net Income 2011: -$16,2702011Revenue 2012: $79,019Expenses 2012: $96,697Net Income 2012: -$17,6782012Revenue 2013: $73,271Expenses 2013: $60,905Net Income 2013: $12,3662013Revenue 2014: $114,483Expenses 2014: $91,974Net Income 2014: $22,5092014Revenue 2015: $116,250Expenses 2015: $94,303Net Income 2015: $21,9472015Revenue 2016: $120,753Expenses 2016: $69,497Net Income 2016: $51,2562016Revenue 2017: $122,581Expenses 2017: $111,224Net Income 2017: $11,3572017Revenue 2018: $121,785Expenses 2018: $108,859Net Income 2018: $12,9262018Revenue 2019: $114,799Expenses 2019: $102,668Net Income 2019: $12,1312019Revenue 2020: $114,899Expenses 2020: $99,300Net Income 2020: $15,5992020Revenue 2021: $114,095Expenses 2021: $117,503Net Income 2021: -$3,4082021Revenue 2022: $89,898Expenses 2022: $116,683Net Income 2022: -$26,7852022Revenue 2023: $80,630Expenses 2023: $115,968Net Income 2023: -$35,3382023Revenue 2024: $115,980Expenses 2024: $118,607Net Income 2024: -$2,6272024

Highlighted filing

2016

Revenue$120,753
Expenses$69,497
Net Income$51,256
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Apr 17, 2016
Return Version
2015v3.0
Gross Receipts
$120,753
Mission and Program Overview

Mission

Provide Quality Education to Students

Program Services

DescriptionGrantsExpenses
TO SECURE AND EXPAND PERSONAL, PROFESSIONAL, LEGAL AND HUMAN RIGHTS FOR ALL SCHOOL EMPLOYEES.TO PROMOTE INSTRUCTIONAL AND PROFESSIONAL DEVELOPMENT AND PROFESSIONAL AUTONOMY THROUGH SELF-GOVERNANCE.TO PROMOTE EDUCATIONAL EXCELLENCE FOR ALL STUDENTS AND ACHIEVE ORGANIZATIONAL EXCELLENCE.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL BARTHAPresidentPT$0--
MICHELLE FULSHERPresidentPT$0--
RHETT HYMANPresidentPT$0--
AMY KATOSecretaryPT$0--
FRANK THOMASTreasurerPT$0--
TOM URBANOWICZBargaining ChaiPT$0--
MARK KIMGrievance ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Barlow Gresham Education Association
EIN
93-0993338
Phone
5036672324
Address
501 NE HOOD AVE, GRESHAM, OR 97030

Signing Officer

Name
Frank Thomas
Title
Treasurer
Signed
2016-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Litzer & Associates
Address
16221 SE Tibbetts, Portland, OR 97236
Preparer
Toni C Litzer
Phone
5037610038
Supplemental Narrative

Additional Explanations

Other Revenue.1

REIMBURSEMENT $500

Other Revenue.2

REIMBURSE SUB DAYS $3288

Other Expenses.1

102 rep assembly nea $6000

Other Expenses.2

203 student scholarships $5000

Other Expenses.3

513 monthly rep stipend $3320

Other Expenses.4

516 UNISERV DUES $2788

Other Expenses.5

515 rep exps/meetings $2583

Other Expenses.6

523 member recognition $1794

Other Expenses.7

509 EXEC BOARD EXP $1651

Other Expenses.8

521TECHNOLOGY GBEA $1202

Other Expenses.9

514 rep council training $991

Other Expenses.10

512 TAX PREP $755

Other Expenses.11

318 ORGANIZING EXPS $682

Other Expenses.12

310 ECBC DUES $587

Other Expenses.13

202 web page expenses $556

Other Expenses.14

511 OUTSIDE AUDIT $400

Other Expenses.15

518 fair share refunds $368

Other Expenses.16

307 bargaining materials/meals $293

Other Expenses.17

206 school board relations $165

Other Expenses.18

205 community outreach $56

Other Expenses.19

208 political action exps $56

Raw XML Appendix152 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/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REIMBURSEMENT $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REIMBURSE SUB DAYS $3288
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4513 MONTHLY REP STIPEND $3320
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6515 REP EXPS/MEETINGS $2583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7523 MEMBER RECOGNITION $1794
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13310 ECBC DUES $587
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14202 WEB PAGE EXPENSES $556
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15511 OUTSIDE AUDIT $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16518 FAIR SHARE REFUNDS $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17307 BARGAINING MATERIALS/MEALS $293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18206 SCHOOL BOARD RELATIONS $165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19205 COMMUNITY OUTREACH $56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20208 POLITICAL ACTION EXPS $56
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.18
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARLOW GRESHAM EDUCATION ASSOCIATION
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ReturnHeader/Filer/EIN0930993338
ReturnHeader/Filer/PhoneNum05036672324
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 NE HOOD AVE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097236
ReturnHeader/PreparerPersonGrp/PhoneNum05037610038
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Toni C Litzer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-04-17T18:28:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

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Filings