Civic Intelligence

Eugene Education Association

990 • Fiscal year 2019 • EIN 93-1050034

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 21, 2019

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

35th percentile

0.00x

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

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

35th percentile

0.00x

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

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Net Margin

92nd percentile

35%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$82,168

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 34.8% of source-year revenue.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2019

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-1.4%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$526,237

Up $87,107 (+20%) from 2018

Net Assets

Up

$526,237

Up $87,107 (+20%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$236,220

Down $3,313 (-1.4%) from 2018

Expenses

Down

$152,894

Down $44,858 (-23%) from 2018

Net Income

Up

$83,326

Up $41,545 (+99%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$526,237
Liabilities$0
Net Assets$526,237

Operations Trend

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

2019

Revenue$236,220
Expenses$152,894
Net Income$83,326
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 21, 2019
Return Version
2018v3.1
Gross Receipts
$236,220
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$302,243$304,313▲ $2,070
Cash and Non-Interest-Bearing Accounts$136,228$221,537▲ $85,309
Land, Buildings, and Equipment, Net$659$387▼ $272
Total Assets$439,130$526,237▲ $87,107
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$439,130$526,237▲ $87,107
Total Net Assets Fund Balance$439,130$526,237▲ $87,107
Total Liabilities and Net Assets / Fund Balance$439,130$526,237▲ $87,107

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$387$62,482$62,869
Equipment-$5,467$5,467
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Theodore ShannonPresidentFT$82,168$82,168
Jamie MyersTreasurer-$2,000$2,000
Robin HansonVice Preside-$1,000$1,000
Sabrina GordonVice Preside-$1,000$1,000
Imelda CortezSecretary-$600$600
Revenue and Support

Revenue Composition

Contributions and Grants
$233,955
Program Service Revenue
$0
Investment Income
$2,265
Other Revenue
$0
All Other Contributions
$18,324
Change in Net Assets
$83,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$86,768
Other Expenses$66,126
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$86,768--$86,768
Conferences and Meetings$17,984--$17,984
Fees for Services Other$14,479--$14,479
All Other Expenses$12,018--$12,018
Office Expenses$3,637--$3,637
Other Expenses$2,845--$2,845
Fees for Services Accounting$310--$310
Depreciation Depletion$272--$272
Total Functional Expenses$152,894$0$0$152,894
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. The president receives paid release time and some reimbursed expenses as part of an accountable plan. Paid release time is included on the w-2's that are issued by the school district.

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 and other key individuals. Release time is billed to the association if required. Release time is reimbursed to the school districts as needed for these officers/key individuals. The release time is then included in w-2 by the particular school district.

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 and other similar sites.

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
Jamie Myers
Title
Treasurer
Phone
5413450038
Signed
2019-11-21
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
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

EEA-PAC 3,978

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
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IRS990/ProgSrvcAccomActy2Grp/Desc0DONATE MONEY TO THE OREGON EDUCATION ASSOCIATION FOUNDATION. 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. ASSIST (FINANCIALLY AND/OR ATTEND) EVENTS SUPPORTING STUDENTS PLANNING ON JOINING THE TEACHING FORCE. FOR EXAMPLE, THE UNIVERSITY OF OREGON PROGRAM TEACH-IN. PROVIDE SCHOLARSHIPS FOR HIGH SCHOOL SENIORS PLANNING TO STUDY TO BECOME TEACHERS. PROVIDE PRIZES FOR MLK/CC POETRY ESSAY CONTEST. 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. THE PRESIDENT RECEIVES PAID RELEASE TIME AND SOME REIMBURSED EXPENSES AS PART OF AN ACCOUNTABLE PLAN. PAID RELEASE TIME IS INCLUDED ON THE W-2'S THAT ARE ISSUED BY THE SCHOOL DISTRICT.
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 AND OTHER KEY INDIVIDUALS. RELEASE TIME IS BILLED TO THE ASSOCIATION IF REQUIRED. RELEASE TIME IS REIMBURSED TO THE SCHOOL DISTRICTS AS NEEDED FOR THESE OFFICERS/KEY INDIVIDUALS. THE RELEASE TIME IS THEN INCLUDED IN W-2 BY THE PARTICULAR SCHOOL DISTRICT.
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 AND OTHER SIMILAR SITES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6EEA-PAC 3,978
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
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/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0152894
IRS990/TotalFunctionalExpensesGrp/TotalAmt0152894
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0439130
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0526237
IRS990/TotalProgramServiceExpensesAmt0152894
IRS990/TotalReportableCompFromOrgAmt086768
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02265
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236220
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0439130
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0526237
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0439130
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0526237
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02815 COBURG ROAD
IRS990/USAddress/CityNm0EUGENE
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097408
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.EUGENETEACHERS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE MYERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05413450038
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-21
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0C019E2CE10811252766FD71118FC7F2444187380
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C019E2CE10811252766FD71118FC7F2444187380
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.140.15.27
ReturnHeader/FilingSecurityInformation/IPDt02019-11-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:21:03
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/ZIPCd097426
ReturnHeader/PreparerPersonGrp/PhoneNum05418953239
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD R THORN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-22T10:21:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

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
2019Detailed filing. Detailed filing data is available for this year.$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