Civic Intelligence

Oregon Counseling Association LLC

990EZ • Fiscal year 2018 • EIN 93-1280227

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 06, 2019

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

(503) 577-7755

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.03x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.02x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

48th percentile

1.8%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

6.4%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

16th percentile

-21%

Faster revenue growth than 16% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$44,805

Up $2,686 (+6.4%) from 2017

Net Assets

$43,507

No earlier filing loaded for comparison.

Liabilities

Up

$1,298

Up $1,298 from 2017

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin48th percentile

Revenue

Down

$77,775

Down $20,365 (-21%) from 2017

Expenses

Down

$76,387

Down $44,412 (-37%) from 2017

Net Income

Up

$1,388

Up $24,047 (+106%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th 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: $125,8232023

Highlighted filing

2018

Assets$44,805
Liabilities$1,298
Net Assets$43,507
Open 2018 Filing

Operations Trend

Revenue Growth16th 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

2018

Revenue$77,775
Expenses$76,387
Net Income$1,388
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 6, 2019
Return Version
2017v2.2
Gross Receipts
$77,775
Mission and Program Overview

Mission

Counsling org See Schedule O

Program Services

DescriptionGrantsExpenses
Fall conference, 120 attendees. Speakers, continuing education and networking.-$28,643
Public Policy and advocacy. Advocates for all LPCs and LMFTs in Oregon at the State Capitol-$24,000
Membership networking and trainings-$18,295
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kara EadsTreasurerPT$0--
Joel LanePresident-$0--
Raina HassanPresident Past-$0--
Sophia JasaniSecretary-$0--
Gianna Russo-MitmaPresident New In 2018-$0--
Laurie KerridgeTreasurer New In 2018-$0--
Filing and Contact Details

Filer

Filer Name
Oregon Counseling Association LLC
EIN
93-1280227
Phone
5035777755
Address
PO Box 2163, PORTLAND, OR 97208

Signing Officer

Name
Laurie Kerridge
Title
Treasurer
Signed
2019-01-06
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

Other Expenses part I line 16

“see attached list”

Grants paid Part I, line 10

“24000 paid to COPACT for public policy and advocacy”

Other liabilities, Part II line 26

“1297 adjustment for accounting error discovered in 2018”

Raw XML Appendix111 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097208
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042119
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IRS990EZ/ExcessOrDeficitForYearAmt01388
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kara Eads
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Joel Lane
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Raina Hassan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sophia Jasani
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Gianna Russo-Mitma
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Laurie Kerridge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President past
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President new in 2018
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer new in 2018
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt043570
IRS990EZ/PrimaryExemptPurposeTxt0Counsling org See Schedule O
IRS990EZ/PrintingPublicationsPostageAmt03959
IRS990EZ/ProgramServiceRevenueAmt048371
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fall conference, 120 attendees. Speakers, continuing education and networking.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Membership networking and trainings
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Public Policy and advocacy. Advocates for all LPCs and LMFTs in Oregon at the State Capitol
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028643
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt118295
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt224000
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01298
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076387
IRS990EZ/TotalProgramServiceExpensesAmt070938
IRS990EZ/TotalRevenueAmt077775
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0see attached list
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt124000 paid to COPACT for public policy and advocacy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21297 adjustment for accounting error discovered in 2018
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants paid Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other liabilities, Part II line 26
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ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-06
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ReturnHeader/Filer/EIN0931280227
ReturnHeader/Filer/PhoneNum05035777755
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.160.165.72
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931193596
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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/PreparationDt02018-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lynn Spitaleri Handli
ReturnHeader/ReturnTs02019-01-13T21:36:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,805
Liabilities
$1,298
Net assets
$43,507
Revenue
$77,775
Expenses
$76,387
Net income
$1,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.55$1.26$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