Civic Intelligence

Gresham-Barlow Education Foundation

990 • Fiscal year 2021 • EIN 93-1148994

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 06, 2022

PO Box 3406Gresham, OR 97030

(503) 766-0008

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

55th percentile

12%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,268,884

Up $134,894 (+12%) from 2020

Net Assets

Up

$1,268,884

Up $152,555 (+14%) from 2020

Liabilities

Down

$0

Down $17,661 (-100%) from 2020

Revenue

Down

$128,360

Down $81,483 (-39%) from 2020

Expenses

Down

$58,029

Down $122,481 (-68%) from 2020

Net Income

Up

$70,331

Up $40,998 (+140%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $740,960Liabilities 2011: $103,791Net Assets 2011: $637,1692011Assets 2012: $738,611Liabilities 2012: $3,750Net Assets 2012: $734,8612012Assets 2013: $773,881Liabilities 2013: $45,964Net Assets 2013: $727,9172013Assets 2014: $916,595Liabilities 2014: $28,564Net Assets 2014: $888,0312014Assets 2015: $1,039,714Liabilities 2015: $50,416Net Assets 2015: $989,2982015Assets 2016: $995,546Liabilities 2016: $39,277Net Assets 2016: $956,2692016Assets 2017: $1,126,022Liabilities 2017: $51,329Net Assets 2017: $1,074,6932017Assets 2018: $1,235,155Liabilities 2018: $14,260Net Assets 2018: $1,220,8952018Assets 2019: $1,240,994Liabilities 2019: $10,759Net Assets 2019: $1,230,2352019Assets 2020: $1,133,990Liabilities 2020: $17,661Net Assets 2020: $1,116,3292020Assets 2021: $1,268,884Liabilities 2021: $0Net Assets 2021: $1,268,8842021Assets 2022: $1,165,689Liabilities 2022: $0Net Assets 2022: $1,165,6892022Assets 2023: $1,203,816Liabilities 2023: $0Net Assets 2023: $1,203,8162023Assets 2024: $1,390,846Liabilities 2024: $0Net Assets 2024: $1,390,8462024Assets 2025: $1,536,592Liabilities 2025: $0Net Assets 2025: $1,536,5922025

Highlighted filing

2021

Assets$1,268,884
Liabilities$0
Net Assets$1,268,884

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $192,662Expenses 2011: $83,638Net Income 2011: $109,0242011Revenue 2012: $89,395Expenses 2012: $75,932Net Income 2012: $13,4632012Expenses 2013: $90,2042013Revenue 2014: $220,866Expenses 2014: $60,752Net Income 2014: $160,1142014Revenue 2015: $174,393Expenses 2015: $73,126Net Income 2015: $101,2672015Revenue 2016: $27,829Expenses 2016: $60,858Net Income 2016: -$33,0292016Revenue 2017: $182,916Expenses 2017: $64,492Net Income 2017: $118,4242017Revenue 2018: $258,123Expenses 2018: $111,921Net Income 2018: $146,2022018Revenue 2019: $224,619Expenses 2019: $162,741Net Income 2019: $61,8782019Revenue 2020: $209,843Expenses 2020: $180,510Net Income 2020: $29,3332020Revenue 2021: $128,360Expenses 2021: $58,029Net Income 2021: $70,3312021Revenue 2022: $160,390Expenses 2022: $123,059Net Income 2022: $37,3312022Revenue 2023: $116,856Expenses 2023: $146,291Net Income 2023: -$29,4352023Revenue 2024: $76,366Expenses 2024: $47,797Net Income 2024: $28,5692024Revenue 2025: $149,792Expenses 2025: $95,225Net Income 2025: $54,5672025

Highlighted filing

2021

Revenue$128,360
Expenses$58,029
Net Income$70,331
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 6, 2022
Return Version
2020v4.0
Gross Receipts
$704,678
Mission and Program Overview

Mission

Promote, receive and administer gifts and bequests for educational and related activities for students living in the school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,043,019$1,173,376▲ $130,357
Cash and Non-Interest-Bearing Accounts$51,551$56,077▲ $4,526
Savings and Temporary Cash Investments$39,420$39,431▲ $11
Accounts Receivable-$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-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,133,990$1,268,884▲ $134,894
Other Assets Total-$0-
Liabilities
Deferred Revenue$9,115--
Other Liabilities$8,546--
Total Liabilities$17,661$0▼ $17,661
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,063,100$1,207,337▲ $144,237
Net Assets With Donor Restrictions$53,229$61,547▲ $8,318
Total Net Assets Fund Balance$1,116,329$1,268,884▲ $152,555
Total Liabilities and Net Assets / Fund Balance$1,133,990$1,268,884▲ $134,894
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tyson BellPresident
Bob LillyDirector
Cindy MumfordDirector
Cory PriceDirector
Jan BarkleyDirector
Jonathan SewellDirector
Justin FoxDirector
Katie TomasseneDirector
Linda NelsonDirector
Shelley Burns-giustoDirector
Sue PiazzaDirector
Vince PatrickDirector
Cathy LarkinExecutive Director
Steve LewisSecretary
Jared TjadenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,470
Program Service Revenue
$0
Investment Income
$44,576
Other Revenue
$47,314
All Other Contributions
$36,470
Change in Net Assets
$70,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,071
Other Expenses$17,966
Salaries, Compensation, and Employee Benefits$9,992
Total Fundraising Expense$999
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,071--$30,071
Other Salaries and Wages$7,993$1,000$999$9,992
Fees for Service Investment Mgmnt Fees$2,709$2,708-$5,417
Office Expenses-$3,578-$3,578
Insurance$1,211$1,210-$2,421
Information Technology-$2,348-$2,348
Fees for Services Accounting$825$825-$1,650
Advertising$410--$410
Other Expenses$339$262-$262
Total Functional Expenses$45,099$11,931$999$58,029
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Gresham Barlow School DistricGresham, OR-E-library & Student Group Support$30,071
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$61,134
Fundraising Direct Expenses$13,820
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scramble for Students$61,084$61,084$13,820$47,264
Total Events$61,084$61,084$13,820$47,264
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
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, Part VI, Line 11B: Form 990 Review Process

Form 990 reviewed at monthly board meeting before filing.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Form 990 is also available to the public on the guidestar.org website.

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

No other documents are made available to the public.

Filing and Contact Details

Filer

Filer Name
Gresham Barlow Education Foundation
EIN
93-1148994
Phone
5037660008
Address
PO BOX 3406, GRESHAM, OR 97030

Signing Officer

Name
Jared Tjaden
Title
Treasurer
Signed
2022-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jared Tjaden
Formed
1994
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
25

Preparer

Firm
Baker & Colson PC CPAs
Address
2414 NE Division, Gresham, OR 97030
Preparer
Charles Dhulst
Phone
5036665569
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016702
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01043019
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01173376
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0562498
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROMOTE, RECEIVE AND ADMINISTER GIFTS AND BEQUESTS FOR EDUCATIONAL AND RELATED ACTIVITIES FOR STUDENTS LIVING IN THE SCHOOL DISTRICT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01116329
IRS990/NetAssetsOrFundBalancesEOYAmt01268884
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt026120
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01754
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027874
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt047314
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt047314
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt082224
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01063100
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01207337
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03578
IRS990/OfficeExpensesGrp/TotalAmt03578
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SCHOOL SUPPORT DISBURSEMENTS
IRS990/OtherExpensesGrp/Desc1STAFF TRANSPORTATION
IRS990/OtherExpensesGrp/Desc2STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3OR DEPT JUSTICE FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0262
IRS990/OtherExpensesGrp/ProgramServicesAmt01200
IRS990/OtherExpensesGrp/ProgramServicesAmt1341
IRS990/OtherExpensesGrp/ProgramServicesAmt2339
IRS990/OtherExpensesGrp/TotalAmt01200
IRS990/OtherExpensesGrp/TotalAmt1341
IRS990/OtherExpensesGrp/TotalAmt2339
IRS990/OtherExpensesGrp/TotalAmt3262
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt08546
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0999
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01000
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07993
IRS990/OtherSalariesAndWagesGrp/TotalAmt09992
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jared Tjaden
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt096621
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0112706
IRS990/PYInvestmentIncomeAmt039854
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt023048
IRS990/PYOtherRevenueAmt073368
IRS990/PYRevenuesLessExpensesAmt029333
IRS990/PYSalariesCompEmpBnftPaidAmt044756
IRS990/PYTotalExpensesAmt0180510
IRS990/PYTotalRevenueAmt0209843
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt070331
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt039420
IRS990/SavingsAndTempCashInvstGrp/EOYAmt039431
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt096621
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt075429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0263213
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016702
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt051265
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt070840
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0133536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0113530
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0385873
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.40550
IRS990ScheduleA/PublicSupportPY170Pct00.40550
IRS990ScheduleA/PublicSupportTotal170Amt0263213
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036470
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt096621
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt075429
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016894
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0263213
IRS990ScheduleA/TotalSupportAmt0649086
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013820
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Scramble for Students
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt061084
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt061084
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047264
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013820
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013820
IRS990ScheduleI/GrantRecordsMaintainedInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.15$0.10$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.08$0.05$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.12$0.15$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.16$0.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.13$0.06$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.02$1.12$0.21$0.18$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.01$1.23$0.22$0.16$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.01$1.22$0.26$0.11$0.15
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.05$1.07$0.18$0.06$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.04$0.96$0.03$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.05$0.99$0.17$0.07$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.03$0.89$0.22$0.06$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.05$0.73$0.09
2012Summary only. Only limited summary data is available for this year.$0.74$0.00$0.73$0.09$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$0.74$0.10$0.64$0.19$0.08$0.11