Civic Intelligence

Barlow-Gresham Education Association

990EZ • Fiscal year 2018 • EIN 93-0993338

Aug 01, 2017 to Jul 31, 2018 • Filed on Mar 13, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

69th percentile

9.9%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

44th percentile

-0.6%

Faster revenue growth than 44% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$143,411

Up $12,926 (+9.9%) from 2017

Net Assets

Up

$143,411

Up $12,926 (+9.9%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$121,785

Down $796 (-0.6%) from 2017

Expenses

Down

$108,859

Down $2,365 (-2.1%) from 2017

Net Income

Up

$12,926

Up $1,569 (+14%) from 2017

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

2018

Assets$143,411
Liabilities-
Net Assets$143,411

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

2018

Revenue$121,785
Expenses$108,859
Net Income$12,926
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Mar 13, 2019
Return Version
2017v2.2
Gross Receipts
$121,785
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
KARISSA SLACKPresidentPT$0--
MICHELLE FULSHERPresidentPT$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
2019-03-13
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 Expenses.1

510 association release days $5840

Other Expenses.2

515 rep exps/meetings $3678

Other Expenses.3

523 member recognition $3474

Other Expenses.4

203 SCHOLARSHIPS $3000

Other Expenses.5

516 UNISERV DUES $2995

Other Expenses.6

509 EXEC BOARD EXP $2056

Other Expenses.7

102 rep assembly nea $2000

Other Expenses.8

307 bargaining materials/meals $1956

Other Expenses.9

305 association arbitration $1878

Other Expenses.10

310 ECBC DUES $891

Other Expenses.11

514 rep council training $825

Other Expenses.12

521 TECHNOLOGY $760

Other Expenses.13

101 rep assembly oea $600

Other Expenses.14

318 ORGANIZING EXPS $519

Other Expenses.15

317 ORGANIZINGTEAM $350

Other Expenses.16

202 WEBSITE EXP $203

Other Expenses.17

303 grievance expenses $197

Other Expenses.18

511 OUTSIDE AUDIT $175

Other Expenses.19

103 mock oea attencance $150

Other Expenses.20

206 schl board relations $45

Other Expenses.21

302 MEMBER SUPPORT $32

Raw XML Appendix156 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP REFUND $1000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6509 EXEC BOARD EXP $2056
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7102 REP ASSEMBLY NEA $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8307 BARGAINING MATERIALS/MEALS $1956
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13101 REP ASSEMBLY OEA $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14318 ORGANIZING EXPS $519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15317 ORGANIZINGTEAM $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16202 WEBSITE EXP $203
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17303 GRIEVANCE EXPENSES $197
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19103 MOCK OEA ATTENCANCE $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20206 SCHL BOARD RELATIONS $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21302 MEMBER SUPPORT $32
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.20
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK THOMAS
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARLOW-GRESHAM EDUCATION ASSOCIATION
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ReturnHeader/Filer/BusinessNameControlTxt0BARL
ReturnHeader/Filer/EIN0930993338
ReturnHeader/Filer/PhoneNum05036672324
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Litzer & Associates
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/ReturnTs02019-03-13T17:04:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

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Filings