Civic Intelligence

Barlow-Gresham Education Association

990EZ • Fiscal year 2024 • EIN 93-0993338

Aug 01, 2023 to Jul 31, 2024 • Filed on Dec 04, 2024

501 NE Hood AveGresham, OR 97030

(503) 667-2324

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$46,046

Up $2,627 (+6.1%) from 2024

Net Assets

Up

$46,046

Up $2,627 (+6.1%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Down

$89,085

Down $26,895 (-23%) from 2024

Expenses

Up

$148,649

Up $30,042 (+25%) from 2024

Net Income

Down

-$59,564

Down $56,937 (-2167%) from 2024

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: $46,046Net Assets 2024: $46,0462024Assets 2024: $43,419Liabilities 2024: $0Net Assets 2024: $43,4192024

Highlighted filing

2024

Assets$46,046
Liabilities-
Net Assets$46,046

Operations Trend

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

$200K$100K$0-$100KRevenue 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: $89,085Expenses 2024: $148,649Net Income 2024: -$59,5642024Revenue 2024: $115,980Expenses 2024: $118,607Net Income 2024: -$2,6272024

Highlighted filing

2024

Revenue$89,085
Expenses$148,649
Net Income-$59,564
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 4, 2024
Return Version
2023v5.1
Gross Receipts
$89,085
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--
SHIRLEY TREMELSecretaryPT$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
2024-12-04
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 $93225

Other Expenses.2

523 member recognition and app $11259

Other Expenses.3

102 NEA RA $9482

Other Expenses.4

203 SCHOLARSHIPS $5500

Other Expenses.5

304 GREIVANCE TEAM $5000

Other Expenses.6

307 negotiations exp $4083

Other Expenses.7

305 assoc arbitrations $3763

Other Expenses.8

516 UNISERV DUES $3035

Other Expenses.9

521 technology gbea $2643

Other Expenses.10

515 rep council exp $2342

Other Expenses.11

509 EXEC BOARD EXP $1428

Other Expenses.12

514 rep council training $1339

Other Expenses.13

OEA REP ASSEMBLY $1122

Other Expenses.14

318 ORGANIZING EXP $968

Other Expenses.15

310 ECBC DUES $930

Other Expenses.16

201 WEBMASTER $600

Other Expenses.17

311 ECBE REP $500

Other Expenses.18

104 OEA EXP $264

Other Expenses.19

202 WEB EXPENSES $264

Other Expenses.20

211 scholarship committee exp $250

Other Expenses.21

511 OUTSIDE AUDIT $200

Other Expenses.22

303 greivance expenses $77

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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/TitleTxt5President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6GRIEVANCE CHAIR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21303 GREIVANCE EXPENSES $77
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0OLIVIA GREEN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARLOW-GRESHAM EDUCATION ASSOCIATION
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ReturnHeader/Filer/EIN0930993338
ReturnHeader/Filer/PhoneNum05036672324
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05037610038
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephanie C Litzer
ReturnHeader/ReturnTs02024-12-18T14:54:58-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.89$1.49$0.60
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