Civic Intelligence

Oregon Counseling Association LLC

990EZ • Fiscal year 2023 • EIN 93-1280227

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 28, 2024

Organization Profilewww.or-counseling.org
PO Box 2163Portland, OR 97208

(503) 722-7119

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

87th percentile

27%

Higher net margin than 87% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

92nd percentile

50%

Faster asset growth than 92% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

31%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$154,720

Up $51,330 (+50%) from 2022

Net Assets

Up

$154,720

Up $51,332 (+50%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin87th percentile

Revenue

Up

$83,323

Up $19,654 (+31%) from 2022

Expenses

Up

$60,890

Up $16,075 (+36%) from 2022

Net Income

Up

$22,433

Up $3,579 (+19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$200K$150K$100K$50K$0Assets 2015: $62,664Liabilities 2015: $5882015Assets 2016: $65,024Liabilities 2016: $2462016Assets 2017: $42,119Liabilities 2017: $02017Assets 2018: $44,805Liabilities 2018: $1,298Net Assets 2018: $43,5072018Assets 2022: $103,390Net Assets 2022: $103,3882022Assets 2023: $154,720Net Assets 2023: $154,7202023

Highlighted filing

2023

Assets$154,720
Liabilities-
Net Assets$154,720
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $28,656Expenses 2015: $33,855Net Income 2015: -$5,1992015Revenue 2016: $67,536Expenses 2016: $64,834Net Income 2016: $2,7022016Revenue 2017: $98,140Expenses 2017: $120,799Net Income 2017: -$22,6592017Revenue 2018: $77,775Expenses 2018: $76,387Net Income 2018: $1,3882018Revenue 2022: $63,669Expenses 2022: $44,815Net Income 2022: $18,8542022Revenue 2023: $83,323Expenses 2023: $60,890Net Income 2023: $22,4332023

Highlighted filing

2023

Revenue$83,323
Expenses$60,890
Net Income$22,433
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 28, 2024
Return Version
2022v5.0
Gross Receipts
$83,323
Mission and Program Overview

Mission

See Schedule O

Program Services

DescriptionGrantsExpenses
Advocates for all LPCS and LMFTS in Oregon at the state capitol$31,000$31,000
Conference, continuing education and speakers-$21,713
Networking and membership support-$4,065
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie Kerridge MATreasurerPT$0--
Dr Kaj D KayijWintPresidentPT$0--
Greg PetersonPresident Elect-$0--
Marcy SmahaSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Oregon Counseling Association
EIN
93-1280227
Address
PO Box 2163, PORTLAND, OR 97208

Signing Officer

Name
Laurie Kerridge MA
Title
Treasurer
Phone
5037227119
Signed
2024-01-28
Discuss with paid preparer
Yes

Preparer

Firm
SpitaleriHandlin BATS
Address
11918 SE Division St no 105, PORTLAND, OR 97266
Preparer
Lynn Spitaleri Handli
Phone
5037619267
Supplemental Narrative

Additional Explanations

Form 990, Part III, Exempt Purpose

“Promote the professional & business interestes of professional counselors & therapists engage in the practice of professional counseling”

Form 990, Part I, Line 16

“Awards 244,bank fees 15, insurance 867, license 100,merchant fees 2831,CE providor fee 550, IT 5089, leadership 3324, networking 100, conferencence exp 6297, office 75, supervisors event 355, division dues 240, misc 159”

Form 990, Part I, Line 10

“Grant paid to COPACT for public policy and avocacy total amount is 31000”

Raw XML Appendix107 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Laurie Kerridge MA
IRS990EZ/BooksInCareOfDetail/PhoneNum05037227119
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 2163
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0103390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0154720
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt022433
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0460
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0103390
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0154720
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031000
IRS990EZ/GrossReceiptsAmt083323
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0748
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt049381
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0103390
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125823
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0103390
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0154720
IRS990EZ/OccupancyRentUtltsAndMaintAmt09008
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laurie Kerridge MA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dr Kaj D KayijWint
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Greg Peterson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marcy Smaha
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020246
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt0176
IRS990EZ/ProgramServiceRevenueAmt033194
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Advocates for all LPCS and LMFTS in Oregon at the state capitol
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Conference, continuing education and speakers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Networking and membership support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt031000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121713
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24065
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060890
IRS990EZ/TotalProgramServiceExpensesAmt056778
IRS990EZ/TotalRevenueAmt083323
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Promote the professional & business interestes of professional counselors & therapists engage in the practice of professional counseling
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Awards 244,bank fees 15, insurance 867, license 100,merchant fees 2831,CE providor fee 550, IT 5089, leadership 3324, networking 100, conferencence exp 6297, office 75, supervisors event 355, division dues 240, misc 159
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Grant paid to COPACT for public policy and avocacy total amount is 31000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Exempt Purpose
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part I, Line 10
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laurie Kerridge MA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05037227119
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oregon Counseling Association
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0931280227
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 2163
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097208
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931193596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SpitaleriHandlin BATS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011918 SE Division St no 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097266
ReturnHeader/PreparerPersonGrp/PhoneNum05037619267
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Spitaleri Handli
ReturnHeader/ReturnTs02024-01-31T10:02:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Laurie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kerridge
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,720
Liabilities
-
Net assets
$154,720
Revenue
$83,323
Expenses
$60,890
Net income
$22,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.55$1.55$0.83$0.61$0.22
2022Detailed filing. Detailed filing data is available for this year.$1.03$1.03$0.64$0.45$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.44$0.78$0.76$0.01
2017Summary only. Only limited summary data is available for this year.$0.42$0.00$0.98$1.21$0.23
2016Summary only. Only limited summary data is available for this year.$0.65$0.00$0.68$0.65$0.03
2015Summary only. Only limited summary data is available for this year.$0.63$0.01$0.29$0.34$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)6 • <$500k nonprofits