Civic Intelligence

Eugene Education Association

990 • Fiscal year 2016 • EIN 93-1050034

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 05, 2016

Organization ProfileWWW.EUGEA.ORG
2815 Coburg RoadEugene, OR 97408

(541) 345-0038

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.00x

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

54th percentile

4.7%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$138,465

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 60.4% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

52nd percentile

3.1%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

6.2%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$381,991

Up $11,425 (+3.1%) from 2015

Net Assets

Up

$381,991

Up $11,425 (+3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin54th percentile

Revenue

Up

$229,272

Up $13,466 (+6.2%) from 2015

Expenses

Up

$218,428

Up $10,585 (+5.1%) from 2015

Net Income

Up

$10,844

Up $2,881 (+36%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.0M$500K$0Assets 2010: $369,420Liabilities 2010: $13,851Net Assets 2010: $355,5692010Assets 2011: $358,816Liabilities 2011: $1,173Net Assets 2011: $357,6432011Assets 2012: $323,805Liabilities 2012: $0Net Assets 2012: $323,8052012Assets 2013: $355,786Liabilities 2013: $0Net Assets 2013: $355,7862013Assets 2014: $365,998Liabilities 2014: $0Net Assets 2014: $365,9982014Assets 2015: $370,566Liabilities 2015: $0Net Assets 2015: $370,5662015Assets 2016: $381,991Liabilities 2016: $0Net Assets 2016: $381,9912016Assets 2017: $397,349Liabilities 2017: $0Net Assets 2017: $397,3492017Assets 2018: $439,130Liabilities 2018: $0Net Assets 2018: $439,1302018Assets 2019: $526,237Liabilities 2019: $0Net Assets 2019: $526,2372019Assets 2020: $529,455Liabilities 2020: $0Net Assets 2020: $529,4552020Assets 2021: $582,395Liabilities 2021: $0Net Assets 2021: $582,3952021Assets 2022: $613,590Liabilities 2022: $0Net Assets 2022: $613,5902022Assets 2023: $644,961Liabilities 2023: $0Net Assets 2023: $644,9612023Assets 2024: $691,037Liabilities 2024: $0Net Assets 2024: $691,0372024Assets 2025: $801,564Liabilities 2025: $0Net Assets 2025: $801,5642025

Highlighted filing

2016

Assets$381,991
Liabilities$0
Net Assets$381,991
Open 2016 Filing

Operations Trend

Revenue Growth68th percentile

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

$400K$300K$200K$100K$0Expenses 2010: $253,1862010Revenue 2011: $244,155Expenses 2011: $225,815Net Income 2011: $18,3402011Expenses 2012: $262,5682012Expenses 2013: $183,5792013Revenue 2014: $214,093Expenses 2014: $204,072Net Income 2014: $10,0212014Revenue 2015: $215,806Expenses 2015: $207,843Net Income 2015: $7,9632015Revenue 2016: $229,272Expenses 2016: $218,428Net Income 2016: $10,8442016Revenue 2017: $225,255Expenses 2017: $209,583Net Income 2017: $15,6722017Revenue 2018: $239,533Expenses 2018: $197,752Net Income 2018: $41,7812018Revenue 2019: $236,220Expenses 2019: $152,894Net Income 2019: $83,3262019Revenue 2020: $230,254Expenses 2020: $227,036Net Income 2020: $3,2182020Revenue 2021: $225,115Expenses 2021: $173,327Net Income 2021: $51,7882021Revenue 2022: $224,747Expenses 2022: $192,934Net Income 2022: $31,8132022Revenue 2023: $263,457Expenses 2023: $232,086Net Income 2023: $31,3712023Revenue 2024: $279,899Expenses 2024: $233,823Net Income 2024: $46,0762024Revenue 2025: $321,290Expenses 2025: $210,763Net Income 2025: $110,5272025

Highlighted filing

2016

Revenue$229,272
Expenses$218,428
Net Income$10,844
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 5, 2016
Return Version
2015v2.1
Gross Receipts
$229,272
Mission and Program Overview

Mission

Represent members in all phases of contract negotiations and maintenance of the entire contract--wages, benefits, working conditions, and grievance procedures. Provide professional development seminars, committees to support members and community-wide events to promote the association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$251,813$253,334▲ $1,521
Cash and Non-Interest-Bearing Accounts$115,507$126,736▲ $11,229
Land, Buildings, and Equipment, Net$3,246$1,921▼ $1,325
Total Assets$370,566$381,991▲ $11,425
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$370,566$381,991▲ $11,425
Total Net Assets Fund Balance$370,566$381,991▲ $11,425
Total Liabilities and Net Assets / Fund Balance$370,566$381,991▲ $11,425

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,921$59,500$61,421
Equipment-$4,468$4,468
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Theodore ShannonPresidentFT$138,465$138,465
Sabrina GordonVice Preside-$3,572$3,572
Arwen KrecklowTreasurer-$2,000$2,000
Robin HansonVice Preside-$1,000$1,000
Imelda CortezSecretary-$500$500
Revenue and Support

Revenue Composition

Contributions and Grants
$228,189
Program Service Revenue
$0
Investment Income
$1,083
Other Revenue
$0
All Other Contributions
$6,950
Change in Net Assets
$10,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$145,537
Other Expenses$72,891
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$145,537
Conferences and Meetings---$18,927
All Other Expenses---$10,070
Fees for Services Other---$9,933
Other Expenses---$3,182
Depreciation Depletion---$2,403
Office Expenses---$1,486
Fees for Services Accounting---$350
Total Functional Expenses$0$0$0$218,428
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
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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

“The president and the treasurer review the form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest policy is monitored and enforced by all board members. Non-board members may also report potential conflicts to the board for review.”

Form 990, Page 6, Part VI, Line 15A

“Policy is to pay an amount ordinarily paid for like services by a like organization in like circumstances. Compensation is in the form of stipends and paid release time. This association issues 1099-misc for stipends when the amount is high enough. Paid release time is included on the w-2's that are issued by the school districts.”

Form 990, Page 6, Part VI, Line 15B

“Policy is to pay an amount ordinarily paid for like services by a like organization in like circumstances. Compensation is in the form of annual stipends for the treasurer, secretary and the vice-presidents. Release time is reimbursed to the school districts as needed for these officers.”

Form 990, Page 6, Part VI, Line 19

“All documents are available on request at the office. By-laws and general policies are currently available on the web site. Informational returns can be viewed at www.guidestar.org .”

Filing and Contact Details

Filer

Filer Name
Eugene Education Association
EIN
93-1050034
Phone
5413450038
Address
2815 COBURG ROAD, EUGENE, OR 97408

Signing Officer

Name
Arwen Krecklow
Title
Treasurer
Phone
5413450038
Signed
2016-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Theodore Shannon
Formed
1949
Legal Domicile
Or
Voting Board Members
20
Independent Board Members
14
Employees
0
Volunteers
200

Preparer

Firm
Donald R Thorn Ltc
Address
33838 E RIVER DR UNIT 43, CRESWELL, OR 97426-9320
Preparer
Donald R Thorn
Phone
5418953239
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Represent members in all phases of contract negotiations and maintenance of the entire contract--wages, benefits, working conditions, and grievance procedures. Provide professional development seminars, committees to support members and community-wide events to promote the association.”

Form 990, Part XI, Line 9

“Depreciable asset 581 total 581”

Raw XML Appendix278 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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IRS990/ProgSrvcAccomActy2Grp/Desc0DONATE MONEY TO THE OREGON EDUCATION ASSICIATION (OEA). THEY WILL USE THE FUNDS TO SUPPORT GRANTS WRITTEN BY TEACHERS ON BEHALF OF THEIR STUDENTS TO PROVIDE SUCH NECESSITIES AS EYEGLASSES, CLOTHING, OR SHOES. SPONSOR BOOK GIVE-A WAYS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REPRESENT MEMBERS IN ALL PHASES OF CONTRACT NEGOTIATIONS AND MAINTENANCE OF THE ENTIRE CONTRACT--WAGES, BENEFITS, WORKING CONDITIONS, AND GRIEVANCE PROCEDURES. PROVIDE PROFESSIONAL DEVELOPMENT SEMINARS, COMMITTEES TO SUPPORT MEMBERS AND COMMUNITY-WIDE EVENTS TO PROMOTE THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT AND THE TREASURER REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED BY ALL BOARD MEMBERS. NON-BOARD MEMBERS MAY ALSO REPORT POTENTIAL CONFLICTS TO THE BOARD FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POLICY IS TO PAY AN AMOUNT ORDINARILY PAID FOR LIKE SERVICES BY A LIKE ORGANIZATION IN LIKE CIRCUMSTANCES. COMPENSATION IS IN THE FORM OF STIPENDS AND PAID RELEASE TIME. THIS ASSOCIATION ISSUES 1099-MISC FOR STIPENDS WHEN THE AMOUNT IS HIGH ENOUGH. PAID RELEASE TIME IS INCLUDED ON THE W-2'S THAT ARE ISSUED BY THE SCHOOL DISTRICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POLICY IS TO PAY AN AMOUNT ORDINARILY PAID FOR LIKE SERVICES BY A LIKE ORGANIZATION IN LIKE CIRCUMSTANCES. COMPENSATION IS IN THE FORM OF ANNUAL STIPENDS FOR THE TREASURER, SECRETARY AND THE VICE-PRESIDENTS. RELEASE TIME IS REIMBURSED TO THE SCHOOL DISTRICTS AS NEEDED FOR THESE OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE ON REQUEST AT THE OFFICE. BY-LAWS AND GENERAL POLICIES ARE CURRENTLY AVAILABLE ON THE WEB SITE. INFORMATIONAL RETURNS CAN BE VIEWED AT WWW.GUIDESTAR.ORG .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DEPRECIABLE ASSET 581 TOTAL 581
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0381991
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02815 COBURG ROAD
IRS990/USAddress/CityNm0EUGENE
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097401
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.EUGEA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARWEN KRECKLOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05413450038
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EUGENE EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0EUGE
ReturnHeader/Filer/EIN0931050034
ReturnHeader/Filer/PhoneNum05413450038
ReturnHeader/Filer/USAddress/AddressLine1Txt02815 COBURG ROAD
ReturnHeader/Filer/USAddress/CityNm0EUGENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097408
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470917453
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONALD R THORN LTC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033838 E RIVER DR UNIT 43
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CRESWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974269320
ReturnHeader/PreparerPersonGrp/PhoneNum05418953239
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD R THORN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-12-12T12:46:20-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$381,991
Liabilities
$0
Net assets
$381,991
Revenue
$229,272
Expenses
$218,428
Net income
$10,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.02$0.00$8.02$3.21$2.11$1.11
2024Summary only. Only limited summary data is available for this year.$6.91$0.00$6.91$2.80$2.34$0.46
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.45$0.00$6.45$2.63$2.32$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.14$0.00$6.14$2.25$1.93$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.00$5.82$2.25$1.73$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.29$0.00$5.29$2.30$2.27$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$0.00$5.26$2.36$1.53$0.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.39$0.00$4.39$2.40$1.98$0.42
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.00$3.97$2.25$2.10$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$2.29$2.18$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$2.16$2.08$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$2.14$2.04$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.00$3.56$1.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$0.00$3.24$2.63
2011Summary only. Only limited summary data is available for this year.$3.59$0.01$3.58$2.44$2.26$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.14$3.56$2.53