Civic Intelligence

Oregon State Assessors and Tax Collectors Association

EIN 93-1049612 • Saint Helens, OR

NTEE Y03
Saint Helens, OR
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE Y • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE Y • <$500k nonprofits • Source year 2024

Net Margin

53rd percentile

9.5%

Higher net margin than 53% of similar nonprofits.

NTEE Y • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$1,500

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

NTEE Y • <$500k nonprofits • Source year 2024

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

NTEE Y • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

NTEE Y • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$219,320

Up $29,881 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$219,320

Up $29,881 (+16%) from 2023

Revenue

Up

$316,145

Up $49,315 (+18%) from 2023

Expenses

Up

$286,264

Up $33,408 (+13%) from 2023

Net Income

Up

$29,881

Up $15,907 (+114%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2023: $189,439Liabilities 2023: $0Net Assets 2023: $189,4392023Assets 2024: $219,320Liabilities 2024: $0Net Assets 2024: $219,3202024

Highlighted filing

2024

Assets$219,320
Liabilities$0
Net Assets$219,320

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2023: $266,830Expenses 2023: $252,856Net Income 2023: $13,9742023Revenue 2024: $316,145Expenses 2024: $286,264Net Income 2024: $29,8812024

Highlighted filing

2024

Revenue$316,145
Expenses$286,264
Net Income$29,881

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 14, 2025
Return Version
2024v5.0
Gross Receipts
$316,145
Mission and Program Overview

Mission

To provide an opportunity for officials to exchange ideas on the operations of their respective offices, elevate the standards and offer ways and means to serve the public better.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$112,647$162,792▲ $50,145
Savings and Temporary Cash Investments$76,792$56,528▼ $20,264
Total Assets$189,439$219,320▲ $29,881
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$189,439$219,320▲ $29,881
Total Net Assets Fund Balance$189,439$219,320▲ $29,881
Total Liabilities and Net Assets / Fund Balance$189,439$219,320▲ $29,881
Compensation and Service Providers

Employees

NameTitleBaseTotal
Andrea JurkiewiczSecretary/tr$1,500$1,500

Board Members and Trustees

NameTitle
Michael GormanPresident
Rachael Reynolds2nd Vice Pre
Heather CoffelVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$58,400
Program Service Revenue
$253,000
Investment Income
$4,745
Other Revenue
$0
Change in Net Assets
$29,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$284,764
Salaries, Compensation, and Employee Benefits$1,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Lobbying$54,450--$54,450
Fees for Services Legal-$4,000-$4,000
Current Officers, Directors, Trustees, and Key Employees-$1,500-$1,500
Other Expenses$64,346$1,024-$1,024
Advertising$862--$862
Fees for Services Accounting-$800-$800
Conferences and Meetings$697--$697
Insurance-$461-$461
Office Expenses-$455-$455
Total Functional Expenses$278,024$8,240$0$286,264
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Treasurer notifies the members of the board that the tax return is available for their review.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Oregon State Association of County
EIN
93-1049612
Phone
5033972240
Address
230 STRAND ST, SAINT HELENS, OR 97051-2040

Signing Officer

Name
Andrea Jurkiewicz
Title
Secretary/treasurer
Phone
5033977413
Signed
2025-03-14

Organization Details

Principal Officer
Michael Gorman
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
15

Preparer

Firm
Grimstad & Associates
Address
PO BOX 1930, NEWPORT, OR 97365
Preparer
Signe Grimstad
Phone
5412655411
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Exemplify the ideals of public service as an educational influence in business and civic life and schools, cultivate friendship with its members, and participate in the formulation of and to advance the official policies of the association.

Raw XML Appendix280 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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ReturnHeader/ReturnTs02025-03-21T13:16:45-04:00
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ReturnHeader/TaxPeriodEndDt02024-12-31
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