Civic Intelligence

Barlow-Gresham Education Association

990EZ • Fiscal year 2023 • EIN 93-0993338

Aug 01, 2022 to Jul 31, 2023 • Filed on Oct 23, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

6th percentile

-44%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • 501(c)5 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-25%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-10%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • 501(c)5 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$105,610

Down $35,338 (-25%) from 2022

Net Assets

Down

$105,610

Down $35,338 (-25%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$80,630

Down $9,268 (-10%) from 2022

Expenses

Down

$115,968

Down $715 (-0.6%) from 2022

Net Income

Down

-$35,338

Down $8,553 (-32%) from 2022

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

2023

Assets$105,610
Liabilities-
Net Assets$105,610

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

2023

Revenue$80,630
Expenses$115,968
Net Income-$35,338
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$80,630
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
OLIVIA GREENTreasurerPT$0--
ANDREW SMITHVice PresidentPT$0--
TRACEY JACKSONElem School VP-$0--
KATHERINE MELOSecretaryPT$0--
LAURIE KOPPERMANVice PresidentPT$0--
MATT WALLACEPresidentPT$0--
MARK KIMGrievance ChairPT$0--
ERIC NEIWERTBargaining ChaiPT$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
Olivia Green
Title
Treasurer
Signed
2023-10-23
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

STIPENDS $72550

Other Expenses.2

305 assoc arbitrations $7076

Other Expenses.3

102 NEA RA $6933

Other Expenses.4

523 member recognition and app $6667

Other Expenses.5

304 GREIVANCE TEAM $5000

Other Expenses.6

516 UNISERV DUES $2940

Other Expenses.7

307 negotiations exp $2421

Other Expenses.8

515 rep council exp $2028

Other Expenses.9

203 SCHOLARSHIPS $2000

Other Expenses.10

514 rep council training $1566

Other Expenses.11

OEA REP ASSEMBLY $1030

Other Expenses.12

509 EXEC BOARD EXP $870

Other Expenses.13

521 TECHNOLOGY GBEA $828

Other Expenses.14

310 ECBC DUES $616

Other Expenses.15

202 WEB EXPENSES $595

Other Expenses.16

311 ECBE REP $500

Other Expenses.17

211 scholarship committee exp $450

Other Expenses.18

519 assoc leadership training $396

Other Expenses.19

401 professional development $300

Other Expenses.20

UNCATEGORIZED $300

Other Expenses.21

517 UNISERVE REPS $210

Other Expenses.22

511 OUTSIDE AUDIT $200

Other Expenses.23

303 greivance expenses $117

Raw XML Appendix168 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/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURIE KOPPERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MATT WALLACE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ELEM SCHOOL VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6GRIEVANCE CHAIR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2102 NEA RA $6933
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OEA REP ASSEMBLY $1030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11509 EXEC BOARD EXP $870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12521 TECHNOLOGY GBEA $828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13310 ECBC DUES $616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14202 WEB EXPENSES $595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15311 ECBE REP $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16211 SCHOLARSHIP COMMITTEE EXP $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17519 ASSOC LEADERSHIP TRAINING $396
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19UNCATEGORIZED $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20517 UNISERVE REPS $210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21511 OUTSIDE AUDIT $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22303 GREIVANCE EXPENSES $117
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0OLIVIA GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
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
ReturnHeader/Filer/USAddress/CityNm0GRESHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097030
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016221 SE Tibbetts
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097236
ReturnHeader/PreparerPersonGrp/PhoneNum05037610038
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie C Litzer
ReturnHeader/ReturnTs02023-10-25T15:14:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0OLIVIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREEN
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

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