Civic Intelligence

Springfield Education Foundation

990 • Fiscal year 2020 • EIN 93-1147979

Jul 01, 2019 to Jun 30, 2020 • Filed on May 10, 2021

PO Box 663Springfield, OR 97477

(541) 726-3243

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.02x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

81st percentile

32%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

81st percentile

44%

Faster asset growth than 81% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$404,983

Up $124,636 (+44%) from 2019

Net Assets

Up

$398,135

Up $132,281 (+50%) from 2019

Liabilities

Down

$6,848

Down $7,645 (-53%) from 2019

Revenue

Up

$428,655

Up $67,558 (+19%) from 2019

Expenses

Down

$292,858

Down $33,659 (-10%) from 2019

Net Income

Up

$135,797

Up $101,217 (+293%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $211,778Liabilities 2011: $3,389Net Assets 2011: $208,3892011Assets 2012: $229,773Liabilities 2012: $1,129Net Assets 2012: $228,6442012Assets 2013: $222,467Liabilities 2013: $2,129Net Assets 2013: $220,3382013Assets 2014: $244,974Liabilities 2014: $7,537Net Assets 2014: $237,4372014Assets 2015: $237,366Liabilities 2015: $11,246Net Assets 2015: $226,1202015Assets 2016: $259,769Liabilities 2016: $4,556Net Assets 2016: $255,2132016Assets 2017: $218,786Liabilities 2017: $11,547Net Assets 2017: $207,2392017Assets 2018: $256,247Liabilities 2018: $25,467Net Assets 2018: $230,7802018Assets 2019: $280,347Liabilities 2019: $14,493Net Assets 2019: $265,8542019Assets 2020: $404,983Liabilities 2020: $6,848Net Assets 2020: $398,1352020Assets 2021: $451,824Liabilities 2021: $35,825Net Assets 2021: $415,9992021Assets 2022: $551,062Liabilities 2022: $43,719Net Assets 2022: $507,3432022Assets 2023: $532,167Liabilities 2023: $30,054Net Assets 2023: $502,1132023Assets 2024: $478,198Liabilities 2024: $41,268Net Assets 2024: $436,9302024Assets 2025: $478,246Liabilities 2025: $57,013Net Assets 2025: $421,2332025

Highlighted filing

2020

Assets$404,983
Liabilities$6,848
Net Assets$398,135

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $207,639Expenses 2011: $177,495Net Income 2011: $30,1442011Revenue 2012: $226,590Expenses 2012: $206,335Net Income 2012: $20,2552012Revenue 2013: $214,964Expenses 2013: $225,235Net Income 2013: -$10,2712013Revenue 2014: $278,678Expenses 2014: $261,579Net Income 2014: $17,0992014Revenue 2015: $315,864Expenses 2015: $326,506Net Income 2015: -$10,6422015Revenue 2016: $458,569Expenses 2016: $429,476Net Income 2016: $29,0932016Revenue 2017: $666,226Expenses 2017: $714,200Net Income 2017: -$47,9742017Revenue 2018: $385,120Expenses 2018: $362,660Net Income 2018: $22,4602018Revenue 2019: $361,097Expenses 2019: $326,517Net Income 2019: $34,5802019Revenue 2020: $428,655Expenses 2020: $292,858Net Income 2020: $135,7972020Revenue 2021: $242,573Expenses 2021: $224,458Net Income 2021: $18,1152021Revenue 2022: $424,448Expenses 2022: $333,104Net Income 2022: $91,3442022Revenue 2023: $370,531Expenses 2023: $375,659Net Income 2023: -$5,1282023Revenue 2024: $381,466Expenses 2024: $451,610Net Income 2024: -$70,1442024Revenue 2025: $390,066Expenses 2025: $405,762Net Income 2025: -$15,6962025

Highlighted filing

2020

Revenue$428,655
Expenses$292,858
Net Income$135,797
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 10, 2021
Return Version
2019v5.0
Gross Receipts
$502,430
Mission and Program Overview

Mission

See Schedule O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$194,404$327,524▲ $133,120
Investments in Publicly Traded Securities$74,126$72,898▼ $1,228
Accounts Receivable-$3,000-
Prepaid Expenses and Deferred Charges$11,817$1,561▼ $10,256
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$280,347$404,983▲ $124,636
Other Assets Total-$0-
Liabilities
Deferred Revenue$13,200--
Accounts Payable and Accrued Expenses$1,293$6,848▲ $5,555
Total Liabilities$14,493$6,848▼ $7,645
Net Assets / Fund Balance
Net Assets With Donor Restrictions$221,131$280,379▲ $59,248
Net Assets Without Donor Restrictions$44,723$117,756▲ $73,033
Total Net Assets Fund Balance$265,854$398,135▲ $132,281
Total Liabilities and Net Assets / Fund Balance$280,347$404,983▲ $124,636

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$74,126-▲ $4,695$5,741$72,898
2018$70,884-▲ $5,061-$74,126
2017$66,079-▲ $5,427-$70,884
2016$59,443-▲ $8,132$1,226$66,079
2015$60,191-▲ $4,667$5,415$58,951
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$389,680
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$38,975
All Other Contributions
$214,215
Change in Net Assets
$135,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$157,874
Other Expenses$115,460
Salaries, Compensation, and Employee Benefits$101,737
Grants and Similar Amounts Paid$75,661
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,661--$75,661
Current Officers, Directors, Trustees, and Key Employees$9,313$9,313$27,939$46,565
Other Salaries and Wages-$8,640$34,597$43,237
Fees for Services Accounting-$18,430-$18,430
Payroll Taxes$1,005$1,580$5,329$7,914
Other Employee Benefits$376$577$2,005$2,958
Fees for Services Management-$2,236-$2,236
Office Expenses$105$525$1,606$2,236
Insurance-$1,641-$1,641
Pension Plan Contributions$136$213$714$1,063
All Other Expenses$50$344$262$656
Other Expenses-$501$1,980$501
Fees for Service Investment Mgmnt Fees-$162-$162
Fees for Services Other-$19-$19
Travel--$5$5
Total Functional Expenses$86,646$48,338$157,874$292,858
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Springfield Public SchoolsSpringfield, ORGov-$75,661
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$112,750
Fundraising Direct Expenses$73,775
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Night of 11,000$232,740$112,750$51,915$60,835
Total Events$232,740$112,750$73,775$38,975
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Other officer compensation reviewed
No
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, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Form 990, Part VI, Line 11B - Review Process

All Board Members receive a copy of Form 990 before filing. The finance committee will review a draft which will be sent to the executive committee for review prior to being sent to the full board.

Form 990, Part VI, Line 12C -Enforcement of Conflicts Policy

Conflicts are regularly and consistently monitored according to our policy and action is taken when necessary.

Form 990, Part VI, Line 15A - Compensation process for top official

A subcommittee of the executive committee reviews compensation for the Executive Director and forwards their recommendation to the funn board for approval.

Form 990, Part VI, Line 19 -Governing Documents Disclosure Explanation

No documents available to the public.

Form 990, Part VI, Line 2

Related party information among OfficersWebber, Bruce Webber, MichelleDirector Director Spouse

Filing and Contact Details

Filer

Filer Name
Springfield Education Foundation
EIN
93-1147979
Phone
5417263243
Address
PO Box 663, Springfield, OR 97477

Signing Officer

Name
Micah Adams
Title
Chairman
Signed
2021-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adams Micah
Formed
1994
Legal Domicile
Or
Voting Board Members
21
Independent Board Members
19
Employees
3
Volunteers
350

Preparer

Firm
SHOTOLA & HALE CPAs LLC
Address
975 Willagillespie Rd, Eugene, OR 97401
Preparer
Jon Whitney
Phone
5414846693
Supplemental Narrative

Additional Explanations

Form 990 - Organization'S Mission

Mission: To empower student success through community engagement.

Vision

Vision: To see the exceptional become the expected - in the ways students learn, teachers innovate, and our community unites around them.

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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/PersonNm23Hannu Thomas
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18President
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Coordinator
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0158965
IRS990/FundraisingDirectExpensesAmt073775
IRS990/FundraisingGrossIncomeAmt0112750
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GovernmentGrantsAmt016500
IRS990/GrantAmt075661
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt075661
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0502430
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01641
IRS990/InsuranceGrp/TotalAmt01641
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt074126
IRS990/InvestmentsPubTradedSecGrp/EOYAmt072898
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0See Schedule O.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0398135
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt038975
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0117756
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt01606
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0525
IRS990/OfficeExpensesGrp/ProgramServicesAmt0105
IRS990/OfficeExpensesGrp/TotalAmt02236
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0577
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0376
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02958
IRS990/OtherExpensesGrp/Desc0Fundraising and Development
IRS990/OtherExpensesGrp/Desc1Bank Charges
IRS990/OtherExpensesGrp/Desc2Gifts in Kind
IRS990/OtherExpensesGrp/Desc3Licenses amd Fees
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IRS990/OtherExpensesGrp/FundraisingAmt11980
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04157
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1501
IRS990/OtherExpensesGrp/TotalAmt083437
IRS990/OtherExpensesGrp/TotalAmt14157
IRS990/OtherExpensesGrp/TotalAmt21980
IRS990/OtherExpensesGrp/TotalAmt3501
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt034597
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08640
IRS990/OtherSalariesAndWagesGrp/TotalAmt043237
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05329
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01580
IRS990/PayrollTaxesGrp/ProgramServicesAmt01005
IRS990/PayrollTaxesGrp/TotalAmt07914
IRS990/PensionPlanContributionsGrp/FundraisingAmt0714
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0213
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0136
IRS990/PensionPlanContributionsGrp/TotalAmt01063

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.78$0.57$4.21$3.90$4.06$0.16
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.41$4.37$3.81$4.52$0.70
2023Detailed filing. Detailed filing data is available for this year.$5.32$0.30$5.02$3.71$3.76$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.51$0.44$5.07$4.24$3.33$0.91
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$0.36$4.16$2.43$2.24$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.07$3.98$4.29$2.93$1.36
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.14$2.66$3.61$3.27$0.35
2018Detailed filing. Detailed filing data is available for this year.$2.56$0.25$2.31$3.85$3.63$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.19$0.12$2.07$6.66$7.14$0.48
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.05$2.55$4.59$4.29$0.29
2015Summary only. Only limited summary data is available for this year.$2.37$0.11$2.26$3.16$3.27$0.11
2014Summary only. Only limited summary data is available for this year.$2.45$0.08$2.37$2.79$2.62$0.17
2013Summary only. Only limited summary data is available for this year.$2.22$0.02$2.20$2.15$2.25$0.10
2012Summary only. Only limited summary data is available for this year.$2.30$0.01$2.29$2.27$2.06$0.20
2011Summary only. Only limited summary data is available for this year.$2.12$0.03$2.08$2.08$1.77$0.30