Civic Intelligence

Education Foundation of Forest Grove

990EZ • Fiscal year 2017 • EIN 93-1025009

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 29, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

32nd percentile

-4.0%

Higher net margin than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

58th percentile

7.2%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$466,340

Up $31,509 (+7.2%) from 2016

Net Assets

Up

$466,340

Up $31,509 (+7.2%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$21,040

Down $7,710 (-27%) from 2016

Expenses

Down

$21,879

Down $4,159 (-16%) from 2016

Net Income

Down

-$839

Down $3,551 (-131%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2017

Assets$466,340
Liabilities-
Net Assets$466,340
Open 2017 Filing

Operations Trend

Revenue Growth19th 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

2017

Revenue$21,040
Expenses$21,879
Net Income-$839
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 29, 2018
Return Version
2016v3.0
Gross Receipts
$32,934
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.$20,360-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lorraine HeinauerTreasurer-$0--
Julie UngerVice President-$0--
Cindy Benson-TaylorPresident-$0--
Marina CakarnisSecretary-$0--
Heather RhoadeDevelopment Coordinator-$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
2018-03-29
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 8, Other Revenue

“Scholarship fund deposit 5,000”

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

“Activity Scholarships paid via E J, Grantee Edward Jones, Cash Grant 14,000, Relationship”

Form 990-EZ, Part I, Line 16, Other Expenses

“Liability insurance 505”

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

“Increase in value 28,513”

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

“Interest income 3,835”

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

“Checking account Beginning of year 9,857, End of year 2,261”

Raw XML Appendix160 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/PhoneNum05033576171
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 811
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Forest Grove
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097116
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lorraine Heinauer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cindy Benson-Taylor
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Heather Rhoade
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Development Coordinator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt02261
IRS990EZ/OtherChangesInNetAssetsAmt032348
IRS990EZ/OtherExpensesTotalAmt0505
IRS990EZ/OtherRevenueTotalAmt05000
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support education in Forest Grove
IRS990EZ/PrintingPublicationsPostageAmt0491
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt0288
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011894
IRS990EZ/SpecialEventsNetIncomeLossAmt09569
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalExpensesAmt021879
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
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 annuial 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 organization would satisfy the 1/3 support test.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06315
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IRS990ScheduleA/TotalSupportAmt0124116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Scholarship fund deposit 5,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarships paid via E J, Grantee Edward Jones, Cash Grant 14,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Liability insurance 505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Increase in value 28,513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Interest income 3,835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Checking account Beginning of year 9,857, End of year 2,261
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24, Other Assets
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lorraine Heinauer
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ReturnHeader/Filer/EIN0931025009
ReturnHeader/Filer/PhoneNum05033576171
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ReturnHeader/Filer/USAddress/CityNm0Forest Grove
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ReturnHeader/FilingSecurityInformation/IPTm016:59:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DFB Enterprises Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010735 N W Thornburg Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gales Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097117
ReturnHeader/PreparerPersonGrp/PhoneNum05033577688
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dallas F Boge LTC 5882
ReturnHeader/ReturnTs02018-03-29T09:55:08-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
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
$466,340
Liabilities
-
Net assets
$466,340
Revenue
$21,040
Expenses
$21,879
Net income
-$839
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