Civic Intelligence

Teachers Development Group

990 • Fiscal year 2016 • EIN 93-1251787

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 15, 2017

Organization ProfileWWW.TEACHERSDG.ORG

View Organization Page

4835 Willamette Falls DriveWest Linn, OR 97068

(503) 650-1914

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.06x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

27th percentile

0.03x

Higher debt load relative to revenue than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

59th percentile

5.2%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$179,689

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

72nd percentile

9.9%

Faster asset growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-10%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$2,176,441

Up $196,910 (+9.9%) from 2015

Net Assets

Up

$2,052,126

Up $256,388 (+14%) from 2015

Liabilities

Down

$124,315

Down $59,478 (-32%) from 2015

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin59th percentile

Revenue

Down

$4,963,652

Down $579,963 (-10%) from 2015

Expenses

Down

$4,707,264

Down $547,771 (-10%) from 2015

Net Income

Down

$256,388

Down $32,192 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,307,398Liabilities 2011: $177,876Net Assets 2011: $1,129,5222011Assets 2012: $1,455,787Liabilities 2012: $213,944Net Assets 2012: $1,241,8432012Assets 2013: $1,456,463Liabilities 2013: $321,844Net Assets 2013: $1,134,6192013Assets 2014: $1,722,464Liabilities 2014: $215,306Net Assets 2014: $1,507,1582014Assets 2015: $1,979,531Liabilities 2015: $183,793Net Assets 2015: $1,795,7382015Assets 2016: $2,176,441Liabilities 2016: $124,315Net Assets 2016: $2,052,1262016Assets 2017: $2,644,158Liabilities 2017: $754,048Net Assets 2017: $1,890,1102017Assets 2018: $1,942,820Liabilities 2018: $734,735Net Assets 2018: $1,208,0852018Assets 2019: $1,384,941Liabilities 2019: $610,580Net Assets 2019: $774,3612019Assets 2020: $1,427,709Liabilities 2020: $700,395Net Assets 2020: $727,3142020Assets 2021: $1,251,272Liabilities 2021: $241,425Net Assets 2021: $1,009,8472021Assets 2022: $1,315,965Liabilities 2022: $397,489Net Assets 2022: $918,4762022Assets 2023: $2,057,350Liabilities 2023: $483,699Net Assets 2023: $1,573,6512023Assets 2024: $1,952,921Liabilities 2024: $496,316Net Assets 2024: $1,456,6052024

Highlighted filing

2016

Assets$2,176,441
Liabilities$124,315
Net Assets$2,052,126
Open 2016 Filing

Operations Trend

Revenue Growth23rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,398,569Expenses 2011: $3,295,960Net Income 2011: $102,6092011Revenue 2012: $3,886,633Expenses 2012: $3,774,312Net Income 2012: $112,3212012Revenue 2013: $4,513,236Expenses 2013: $4,620,460Net Income 2013: -$107,2242013Revenue 2014: $5,487,819Expenses 2014: $5,115,280Net Income 2014: $372,5392014Revenue 2015: $5,543,615Expenses 2015: $5,255,035Net Income 2015: $288,5802015Revenue 2016: $4,963,652Expenses 2016: $4,707,264Net Income 2016: $256,3882016Revenue 2017: $4,014,496Expenses 2017: $4,176,512Net Income 2017: -$162,0162017Revenue 2018: $2,526,458Expenses 2018: $3,208,483Net Income 2018: -$682,0252018Revenue 2019: $2,293,356Expenses 2019: $2,727,080Net Income 2019: -$433,7242019Revenue 2020: $2,087,971Expenses 2020: $2,135,018Net Income 2020: -$47,0472020Revenue 2021: $1,481,022Expenses 2021: $1,198,489Net Income 2021: $282,5332021Revenue 2022: $1,914,246Expenses 2022: $2,005,617Net Income 2022: -$91,3712022Revenue 2023: $3,564,516Expenses 2023: $2,909,341Net Income 2023: $655,1752023Revenue 2024: $2,888,434Expenses 2024: $3,005,480Net Income 2024: -$117,0462024

Highlighted filing

2016

Revenue$4,963,652
Expenses$4,707,264
Net Income$256,388
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 15, 2017
Return Version
2015v3.0
Gross Receipts
$4,963,652
Mission and Program Overview

Mission

Teachers development group is dedicated to improving all students' mathematical understanding and achievement through meaningful, effective professional development for teachers and school leaders.

SEE ATTACHED FORM.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$616,908$727,542▲ $110,634
Savings and Temporary Cash Investments$466,646$722,886▲ $256,240
Accounts Receivable$851,214$633,740▼ $217,474
Land, Buildings, and Equipment, Net$16,809$77,006▲ $60,197
Prepaid Expenses and Deferred Charges$27,954$15,267▼ $12,687
Total Assets$1,979,531$2,176,441▲ $196,910
Liabilities
Accounts Payable and Accrued Expenses$114,846$83,229▼ $31,617
Deferred Revenue$51,038--
Other Liabilities$17,909$41,086▲ $23,177
Total Liabilities$183,793$124,315▼ $59,478
Net Assets / Fund Balance
Unrestricted Net Assets$1,795,738$2,052,126▲ $256,388
Total Net Assets Fund Balance$1,795,738$2,052,126▲ $256,388
Total Liabilities and Net Assets / Fund Balance$1,979,531$2,176,441▲ $196,910

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$77,006$18,204$95,210
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda ForemanExecutive DiFT$156,382$23,307$179,689
Linda ForemanExecutive Director-$156,382$23,307$179,689
Jill BoardChairFT$138,453$20,618$159,071
Kathy PfaendlerMemberFT$135,835$20,225$156,060

Board Members and Trustees

NameTitle
Margaret SmithVice Chair
Cathy MartinMember
Harold AsturiasMember
Mark DriscollMember
Revenue and Support

Revenue Composition

Contributions and Grants
$815,199
Program Service Revenue
$4,131,777
Investment Income
$16,676
Other Revenue
$0
All Other Contributions
$2,000
Change in Net Assets
$256,388

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,963,652
Total Revenue per Audited Statements
$4,963,652
Total Revenue per Form 990
$4,963,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,833,967
Other Expenses$1,791,339
Grants and Similar Amounts Paid$81,958
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,598,948$351,833-$1,950,781
Fees for Services Management$764,255$26,717-$790,972
Travel$542,001$6,462-$548,463
Current Officers, Directors, Trustees, and Key Employees$427,777$67,045-$494,822
Payroll Taxes$156,654$38,061-$194,715
Other Employee Benefits$126,016$67,633-$193,649
Conferences and Meetings$146,053--$146,053
Occupancy$65,818$42,201-$108,019
Grants to Domestic Orgs$81,958--$81,958
Insurance-$29,788-$29,788
Fees for Services Accounting-$20,985-$20,985
Depreciation Depletion-$18,204-$18,204
Other Expenses$15,176$606-$15,782
Total Functional Expenses$4,007,879$699,385$0$4,707,264

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,707,264
Total Expenses per Audited Statements$4,707,264
Total Expenses per Form 990$4,707,264
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Portland State UniversityPortland, OR-To Provide Research$81,958
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Kevin ForemanSon of EdPayrollNo$116,530
Melinda CoreyDaughter of EdPayrollNo$88,259
Wallace ForemanSpouse of EdPayrollNo$28,410
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$41,086
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
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 return is reviewed and signed by the executive director and made available to the remaining board members.”

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

“The conflict of interest policy included in the employee handbook is provided to each employee upon hire. The employee manual is updated regularly and made available to all employees via a secure employee-only website. The executive director supervises all employees and includes discussion of potential conflicts of interest in supervisory meetings as necessary. Staff meetings, held approximately quarterly, include one annual meeting devoted to any policy changes and updates, and all employees are reminded to disclose any potential conflicts of interest.”

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

“Each year all employee compensation is reviewed at the winter board meeting and salary ranges are approved based on the organization's available and anticipated resources. Salary surveys are conducted periodically to determine comparable compensation for all staff, including the executive director/president, other officers and key employees. Survey data and conclusions are presented to the board for review and approval, and minutes documenting such actions are taken contemporaneously.”

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

“See statement regarding compensation of top official.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. The organization maintains a website that provides the public with information on the organization's mission, its programs, its 501(c)(3) status and how to contact the organization by telephone or email.”

Filing and Contact Details

Filer

Filer Name
Teachers Development Group
EIN
93-1251787
Phone
5036501914
Address
4835 WILLAMETTE FALLS DRIVE, WEST LINN, OR 97068

Signing Officer

Name
Linda Foreman
Title
Executive Director
Phone
5036501914
Signed
2017-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Foreman
Formed
1998
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
37

Preparer

Firm
Merina & Company Llp
Address
5499 AMY ST, WEST LINN, OR 97068-3320
Preparer
Tonya Moffitt
Phone
5037230300
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt041086
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
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IRS990ScheduleD/TotalLiabilityAmt041086
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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04963652
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04707264
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IRS990ScheduleI/RecipientTable/CashGrantAmt081958
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PORTLAND STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0481278529
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01825 SW BROADWAY
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
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IRS990ScheduleJ/EquityBasedCompArrngmInd0false
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KATHY PFAENDLER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2MEMBER
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IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0WALLACE FOREMAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1KEVIN FOREMAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2MELINDA COREY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SPOUSE OF ED
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SON OF ED
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2DAUGHTER OF ED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED AND SIGNED BY THE EXECUTIVE DIRECTOR AND MADE AVAILABLE TO THE REMAINING BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY INCLUDED IN THE EMPLOYEE HANDBOOK IS PROVIDED TO EACH EMPLOYEE UPON HIRE. THE EMPLOYEE MANUAL IS UPDATED REGULARLY AND MADE AVAILABLE TO ALL EMPLOYEES VIA A SECURE EMPLOYEE-ONLY WEBSITE. THE EXECUTIVE DIRECTOR SUPERVISES ALL EMPLOYEES AND INCLUDES DISCUSSION OF POTENTIAL CONFLICTS OF INTEREST IN SUPERVISORY MEETINGS AS NECESSARY. STAFF MEETINGS, HELD APPROXIMATELY QUARTERLY, INCLUDE ONE ANNUAL MEETING DEVOTED TO ANY POLICY CHANGES AND UPDATES, AND ALL EMPLOYEES ARE REMINDED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH YEAR ALL EMPLOYEE COMPENSATION IS REVIEWED AT THE WINTER BOARD MEETING AND SALARY RANGES ARE APPROVED BASED ON THE ORGANIZATION'S AVAILABLE AND ANTICIPATED RESOURCES. SALARY SURVEYS ARE CONDUCTED PERIODICALLY TO DETERMINE COMPARABLE COMPENSATION FOR ALL STAFF, INCLUDING THE EXECUTIVE DIRECTOR/PRESIDENT, OTHER OFFICERS AND KEY EMPLOYEES. SURVEY DATA AND CONCLUSIONS ARE PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL, AND MINUTES DOCUMENTING SUCH ACTIONS ARE TAKEN CONTEMPORANEOUSLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEE STATEMENT REGARDING COMPENSATION OF TOP OFFICIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION MAINTAINS A WEBSITE THAT PROVIDES THE PUBLIC WITH INFORMATION ON THE ORGANIZATION'S MISSION, ITS PROGRAMS, ITS 501(C)(3) STATUS AND HOW TO CONTACT THE ORGANIZATION BY TELEPHONE OR EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalLiabilitiesGrp/BOYAmt0183793
IRS990/TotalLiabilitiesGrp/EOYAmt0124315

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,176,441
Liabilities
$124,315
Net assets
$2,052,126
Revenue
$4,963,652
Expenses
$4,707,264
Net income
$256,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.50$1.46$2.89$3.01$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.48$1.57$3.56$2.91$0.66
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.40$0.92$1.91$2.01$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.24$1.01$1.48$1.20$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.70$0.73$2.09$2.14$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.61$0.77$2.29$2.73$0.43
2018Summary only. Only limited summary data is available for this year.$1.94$0.73$1.21$2.53$3.21$0.68
2017Summary only. Only limited summary data is available for this year.$2.64$0.75$1.89$4.01$4.18$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.12$2.05$4.96$4.71$0.26
2015Summary only. Only limited summary data is available for this year.$1.98$0.18$1.80$5.54$5.26$0.29
2014Summary only. Only limited summary data is available for this year.$1.72$0.22$1.51$5.49$5.12$0.37
2013Summary only. Only limited summary data is available for this year.$1.46$0.32$1.13$4.51$4.62$0.11
2012Summary only. Only limited summary data is available for this year.$1.46$0.21$1.24$3.89$3.77$0.11
2011Summary only. Only limited summary data is available for this year.$1.31$0.18$1.13$3.40$3.30$0.10