Civic Intelligence

Barlow-Gresham Education Association

990EZ • Fiscal year 2017 • EIN 93-0993338

Aug 01, 2016 to Jul 31, 2017 • Filed on Sep 13, 2017

Organization Profilewww.gbeaonline.org
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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

63rd percentile

9.3%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

66th percentile

9.5%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$130,485

Up $11,357 (+9.5%) from 2016

Net Assets

Up

$130,485

Up $11,357 (+9.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Up

$122,581

Up $1,828 (+1.5%) from 2016

Expenses

Up

$111,224

Up $41,727 (+60%) from 2016

Net Income

Down

$11,357

Down $39,899 (-78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2017

Assets$130,485
Liabilities-
Net Assets$130,485
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

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

2017

Revenue$122,581
Expenses$111,224
Net Income$11,357
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Sep 13, 2017
Return Version
2016v3.0
Gross Receipts
$122,581
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
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK JACOBSENPresidentPT$0--
ERIC NEIWERTPresidentPT$0--
RHETT HYMANPresidentPT$0--
AMY KATOSecretaryPT$0--
FRANK THOMASTreasurerPT$0--
CYRUS HARSHFIELDBargaining 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
2017-09-13
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

“SCHOLARSHIP REFUND $1000”

Other Revenue.2

“BOND MATCH $2000”

Other Expenses.1

“102 rep assembly nea $8000”

Other Expenses.2

“509 EXEC BOARD EXP $5596”

Other Expenses.3

“515 rep exps/meetings $5231”

Other Expenses.4

“307 bargaining materials/meals $4004”

Other Expenses.5

“510 association release days $3140”

Other Expenses.6

“516 UNISERV DUES $3020”

Other Expenses.7

“523 member recognition $1796”

Other Expenses.8

“514 rep council training $1314”

Other Expenses.9

“202 WEBSITE EXP $1288”

Other Expenses.10

“521 TECHNOLOGY $861”

Other Expenses.11

“310 ECBC DUES $601”

Other Expenses.12

“317ORGANIZINGTEAM $400”

Other Expenses.13

“518 fair share refunds $368”

Other Expenses.14

“101 rep assembly oea $300”

Other Expenses.15

“318 ORGANIZING EXPS $199”

Other Expenses.16

“303 grievance expenses $106”

Other Expenses.17

“103mock oea attencance $100”

Raw XML Appendix149 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
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097211
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY KATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRANK THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CYRUS HARSHFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARK KIM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BARGAINING CHAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6GRIEVANCE CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036324
IRS990EZ/OtherRevenueTotalAmt03000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide Quality Education to Students
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO 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.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0111224
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.gbeaonline.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP REFUND $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOND MATCH $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2102 REP ASSEMBLY NEA $8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3509 EXEC BOARD EXP $5596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4515 REP EXPS/MEETINGS $5231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5307 BARGAINING MATERIALS/MEALS $4004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6510 ASSOCIATION RELEASE DAYS $3140
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7516 UNISERV DUES $3020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8523 MEMBER RECOGNITION $1796
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9514 REP COUNCIL TRAINING $1314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10202 WEBSITE EXP $1288
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11521 TECHNOLOGY $861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12310 ECBC DUES $601
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13317ORGANIZINGTEAM $400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14518 FAIR SHARE REFUNDS $368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15101 REP ASSEMBLY OEA $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16318 ORGANIZING EXPS $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17303 GRIEVANCE EXPENSES $106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18103MOCK OEA ATTENCANCE $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Revenue.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
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
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARLOW-GRESHAM EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AKA GRESHAM-BARLOW EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0BARL
ReturnHeader/Filer/EIN0930993338
ReturnHeader/Filer/PhoneNum05036672324
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 NE HOOD AVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097030
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016221 SE Tibbetts
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097236
ReturnHeader/PreparerPersonGrp/PhoneNum05037610038
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Toni C Litzer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-08T10:14:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,485
Liabilities
-
Net assets
$130,485
Revenue
$122,581
Expenses
$111,224
Net income
$11,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.16$1.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.81$1.16$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.90$1.17$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.68$1.68$1.14$1.18$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.71$1.71$1.15$0.99$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.56$1.56$1.15$1.03$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.43$1.43$1.22$1.09$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.30$1.30$1.23$1.11$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.19$1.19$1.21$0.69$0.51
2015Summary only. Only limited summary data is available for this year.$0.68$0.00$1.16$0.94$0.22
2014Summary only. Only limited summary data is available for this year.$0.46$0.00$1.14$0.92$0.23
2013Summary only. Only limited summary data is available for this year.$0.23$0.00$0.73$0.61$0.12
2012Summary only. Only limited summary data is available for this year.$0.11$0.00$0.79$0.97$0.18
2011Summary only. Only limited summary data is available for this year.$0.29$0.00$0.79$0.95$0.16