Civic Intelligence

Education Foundation of Forest Grove

990EZ • Fiscal year 2016 • EIN 93-1025009

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileN A
P O Box 811Forest Grove, OR 97116

(503) 357-6171

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

63rd percentile

9.4%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$7,107

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 24.7% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

40th percentile

-2.5%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-3.6%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$434,831

Down $11,079 (-2.5%) from 2015

Net Assets

$434,831

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin63rd percentile

Revenue

Down

$28,750

Down $1,081 (-3.6%) from 2015

Expenses

Down

$26,038

Down $7,170 (-22%) from 2015

Net Income

Up

$2,712

Up $6,089 (+180%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$800K$600K$400K$200K$0Assets 2011: $420,473Liabilities 2011: $0Net Assets 2011: $420,4732011Assets 2012: $432,974Liabilities 2012: $02012Assets 2013: $438,894Liabilities 2013: $02013Assets 2014: $455,838Liabilities 2014: $382014Assets 2015: $445,910Liabilities 2015: $02015Assets 2016: $434,831Net Assets 2016: $434,8312016Assets 2017: $466,340Net Assets 2017: $466,3402017Assets 2018: $474,859Net Assets 2018: $474,8592018Assets 2019: $488,270Net Assets 2019: $488,2702019Assets 2020: $471,930Net Assets 2020: $471,9302020Assets 2021: $560,773Liabilities 2021: $0Net Assets 2021: $560,7732021Assets 2022: $515,652Liabilities 2022: $0Net Assets 2022: $515,6522022Assets 2023: $558,274Liabilities 2023: $0Net Assets 2023: $558,2742023Assets 2024: $660,824Liabilities 2024: $0Net Assets 2024: $660,8242024Assets 2025: $728,947Liabilities 2025: $0Net Assets 2025: $728,9472025

Highlighted filing

2016

Assets$434,831
Liabilities-
Net Assets$434,831
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

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

$100K$50K$0-$50KRevenue 2011: $36,446Expenses 2011: $19,084Net Income 2011: $17,3622011Revenue 2012: $23,122Expenses 2012: $26,423Net Income 2012: -$3,3012012Revenue 2013: $30,498Expenses 2013: $20,075Net Income 2013: $10,4232013Revenue 2014: $27,298Expenses 2014: $32,261Net Income 2014: -$4,9632014Revenue 2015: $29,831Expenses 2015: $33,208Net Income 2015: -$3,3772015Revenue 2016: $28,750Expenses 2016: $26,038Net Income 2016: $2,7122016Revenue 2017: $21,040Expenses 2017: $21,879Net Income 2017: -$8392017Revenue 2018: $37,105Expenses 2018: $25,534Net Income 2018: $11,5712018Revenue 2019: $34,724Expenses 2019: $30,021Net Income 2019: $4,7032019Revenue 2020: $17,422Expenses 2020: $30,812Net Income 2020: -$13,3902020Revenue 2021: $11,071Expenses 2021: $23,680Net Income 2021: -$12,6092021Revenue 2022: $27,963Expenses 2022: $32,743Net Income 2022: -$4,7802022Revenue 2023: $40,398Expenses 2023: $31,381Net Income 2023: $9,0172023Revenue 2024: $88,826Expenses 2024: $48,510Net Income 2024: $40,3162024Revenue 2025: $22,567Expenses 2025: $28,624Net Income 2025: -$6,0572025

Highlighted filing

2016

Revenue$28,750
Expenses$26,038
Net Income$2,712
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$50,438
Mission and Program Overview

Mission

Support education in forest grove, oregon schools

Support education in Forest Grove

Program Services

DescriptionGrantsExpenses
Granted awards to school district employees, granted scholarships to high school graduates, granted funds to various school groups in support of education programs.$15,715-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Heather RhoadeDevelopment Coordinator-$7,107-$7,107
Lorraine HeinauerTreasurer-$0--
Julie UngerPresident-$0--
Cindy Benson-TaylorVice President-$0--
Marina CakarnisSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Forest Grove Education Foundation
EIN
93-1025009
Phone
5033576171
Address
P O Box 811, Forest Grove, OR 97116

Signing Officer

Name
Lorraine Heinauer
Title
Treasurer
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
DFB Enterprises Inc
Address
10735 N W Thornburg Road, Gales Creek, OR 97117
Preparer
Dallas F Boge LTC 5882
Phone
5033577688
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Student scholarships, Grantee Various, Cash Grant 15,715, Relationship”

Form 990-EZ, Part I, Line 20, Net Assets

“Reduction in value -13,791”

Form 990-EZ, Part II, Line 24, Other Assets

“Checking account Beginning of year 0, End of year 9,857”

Raw XML Appendix148 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/CityNm0Forest Grove
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097116
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt47107
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lorraine Heinauer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Julie Unger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cindy Benson-Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marina Cakarnis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Heather Rhoade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Development Coordinator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09857
IRS990EZ/OtherChangesInNetAssetsAmt0-13791
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support education in Forest Grove
IRS990EZ/PrintingPublicationsPostageAmt0729
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09339
IRS990EZ/SaleOfAssetsGrossAmt015000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06271
IRS990EZ/SpecialEventsNetIncomeLossAmt07062
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part II Section C Line 17B Initally, funds were generated from solicitation of contributions from the general public. An annual phone-a-thon was done for several years, also requesting funds from the general public. The organizations annual fundraiser is a Christmas concert, income from which is obtained by the sale of tickets to the general public. Gross proceeds from this event arent included with other sources of public support. If they were, the odrganization would satisfy the 1/3 support test.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08675
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IRS990ScheduleA/TotalSupportAmt0119711
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Student scholarships, Grantee Various, Cash Grant 15,715, Relationship
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24, Other Assets
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lorraine Heinauer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
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ReturnHeader/Filer/EIN0931025009
ReturnHeader/Filer/PhoneNum05033576171
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 811
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097117
ReturnHeader/PreparerPersonGrp/PhoneNum05033577688
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dallas F Boge LTC 5882
ReturnHeader/ReturnTs02016-11-14T04:30:16-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$434,831
Liabilities
-
Net assets
$434,831
Revenue
$28,750
Expenses
$26,038
Net income
$2,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.29$0.00$7.29$0.23$0.29$0.06
2024Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.89$0.49$0.40
2023Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.40$0.31$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.28$0.33$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.11$0.24$0.13
2020Detailed filing. Detailed filing data is available for this year.$4.72$4.72$0.17$0.31$0.13
2019Detailed filing. Detailed filing data is available for this year.$4.88$4.88$0.35$0.30$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.75$4.75$0.37$0.26$0.12
2017Detailed filing. Detailed filing data is available for this year.$4.66$4.66$0.21$0.22$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.35$4.35$0.29$0.26$0.03
2015Summary only. Only limited summary data is available for this year.$4.46$0.00$0.30$0.33$0.03
2014Summary only. Only limited summary data is available for this year.$4.56$0.00$0.27$0.32$0.05
2013Summary only. Only limited summary data is available for this year.$4.39$0.00$0.30$0.20$0.10
2012Summary only. Only limited summary data is available for this year.$4.33$0.00$0.23$0.26$0.03
2011Summary only. Only limited summary data is available for this year.$4.20$0.00$4.20$0.36$0.19$0.17