Civic Intelligence

Beaverton Education Association

990 • Fiscal year 2018 • EIN 94-3144630

Sep 01, 2017 to Aug 31, 2018 • Filed on Feb 01, 2019

Organization ProfileWWW.BEAVERTONEA.ORG
20450 NW Amberwood Dr Ste 125Beaverton, OR 97006

(503) 645-6066

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.00x

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

87th percentile

24%

Higher net margin than 87% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$129,155

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 33.1% of source-year revenue.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

4.5%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$518,956

Up $94,625 (+22%) from 2017

Net Assets

Up

$518,956

Up $94,625 (+22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin87th percentile

Revenue

Up

$390,709

Up $16,880 (+4.5%) from 2017

Expenses

Up

$296,084

Up $39,395 (+15%) from 2017

Net Income

Down

$94,625

Down $22,515 (-19%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$800K$600K$400K$200K$0Assets 2010: $515,674Net Assets 2010: $515,6742010Assets 2011: $542,384Liabilities 2011: $0Net Assets 2011: $542,3842011Assets 2012: $482,367Liabilities 2012: $3,630Net Assets 2012: $478,7372012Assets 2013: $368,092Liabilities 2013: $0Net Assets 2013: $368,0922013Assets 2014: $278,714Liabilities 2014: $0Net Assets 2014: $278,7142014Assets 2015: $283,147Liabilities 2015: $0Net Assets 2015: $283,1472015Assets 2016: $307,248Liabilities 2016: $57Net Assets 2016: $307,1912016Assets 2017: $424,331Liabilities 2017: $0Net Assets 2017: $424,3312017Assets 2018: $518,956Liabilities 2018: $0Net Assets 2018: $518,9562018Assets 2018: $518,956Liabilities 2018: $0Net Assets 2018: $518,9562018Assets 2019: $613,997Liabilities 2019: $0Net Assets 2019: $613,9972019Assets 2020: $679,665Liabilities 2020: $0Net Assets 2020: $679,6652020Assets 2021: $698,492Liabilities 2021: $5,287Net Assets 2021: $693,2052021Assets 2022: $667,590Liabilities 2022: $0Net Assets 2022: $667,5902022Assets 2023: $683,912Liabilities 2023: $3,375Net Assets 2023: $680,5372023

Highlighted filing

2018

Assets$518,956
Liabilities$0
Net Assets$518,956
Open 2018 Filing

Operations Trend

Revenue Growth62nd percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $310,688Expenses 2010: $266,182Net Income 2010: $44,5062010Expenses 2011: $285,5242011Expenses 2012: $362,8842012Expenses 2013: $367,5772013Revenue 2014: $275,615Expenses 2014: $364,993Net Income 2014: -$89,3782014Revenue 2015: $317,397Expenses 2015: $312,964Net Income 2015: $4,4332015Revenue 2016: $346,584Expenses 2016: $322,540Net Income 2016: $24,0442016Revenue 2017: $373,829Expenses 2017: $256,689Net Income 2017: $117,1402017Revenue 2018: $390,709Expenses 2018: $296,084Net Income 2018: $94,6252018Revenue 2018: $390,709Expenses 2018: $296,084Net Income 2018: $94,6252018Revenue 2019: $394,837Expenses 2019: $299,796Net Income 2019: $95,0412019Revenue 2020: $367,179Expenses 2020: $301,511Net Income 2020: $65,6682020Revenue 2021: $368,703Expenses 2021: $355,163Net Income 2021: $13,5402021Revenue 2022: $383,178Expenses 2022: $408,793Net Income 2022: -$25,6152022Revenue 2023: $421,040Expenses 2023: $408,093Net Income 2023: $12,9472023

Highlighted filing

2018

Revenue$390,709
Expenses$296,084
Net Income$94,625
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Feb 1, 2019
Return Version
2017v2.3
Gross Receipts
$390,709
Mission and Program Overview

Mission

Bea supports programs that preserve, promote, and improve public education through advocacy, action, and education. This mission is reflected in the goals of member rights, membership, leadership, political action, communication, and professional issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$258,560$351,988▲ $93,428
Savings and Temporary Cash Investments$165,771$166,968▲ $1,197
Total Assets$424,331$518,956▲ $94,625
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$424,331$518,956▲ $94,625
Total Net Assets Fund Balance$424,331$518,956▲ $94,625
Total Liabilities and Net Assets / Fund Balance$424,331$518,956▲ $94,625
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Sara SchmittPresidentFT$129,155$129,155
Karen LallyVice PresidePT$52,665$52,665
Kara FerrisTreasurer-$3,000$3,000
Adrienne GillespieSecretary-$1,250$1,250

Board Members and Trustees

NameTitle
Brooke WarrenOea Board
Geoff HunnicuttOea Board
Erin GettlingAt Large
Janine WeirAt Large
Jenny PotterAt Large
Jessica NealAt Large
Sheree FriedrichAt Large
Suzanne AlbrichAt Large
Wendy EvansAt Large
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$389,480
Investment Income
$1,229
Other Revenue
$0
Change in Net Assets
$94,625
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$186,070
Other Expenses$98,664
Grants and Similar Amounts Paid$11,350
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$186,070
Conferences and Meetings---$19,911
All Other Expenses---$7,716
Grants to Domestic Individuals---$5,850
Grants to Domestic Orgs---$5,500
Fees for Services Accounting---$4,286
Office Expenses---$3,371
Travel---$3,179
Other Expenses---$2,274
Total Functional Expenses$0$0$0$296,084
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Membership organization of individual faculty and academic professionals of the beaverton school district.”

Form 990, Page 6, Part VI, Line 7A

“Members nominate and vote to elect officers of the organization.”

Form 990, Page 6, Part VI, Line 7B

“The contract between the beaverton school district and the beaverton education association is voted on by the membership. A vote is also needed to change the by-laws.”

Form 990, Page 6, Part VI, Line 11B

“The 990 tax return is prepared by a cpa and made available to all board members and then presented at an annual meeting before it is filed.”

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

“The conflict of interest policy is signed by all new board members and discussed at a board meeting at least annually.”

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

“Compensation is based on the school district employment contract and step level and is based on a pre-determined salary schedule consistent with all other teachers.”

Form 990, Page 6, Part VI, Line 19

“Organizational documents, financial statements, and policies are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Beaverton Education Association
EIN
94-3144630
Phone
5036456066
Address
20450 NW AMBERWOOD DR STE 125, BEAVERTON, OR 97006

Signing Officer

Name
Sara Schmitt
Title
President
Phone
5036456066
Signed
2019-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sara Schmitt
Formed
1991
Legal Domicile
Or
Voting Board Members
13
Independent Board Members
9
Employees
0
Volunteers
473

Preparer

Firm
Lauka Mcguire Pc
Address
3511 SE MILWAUKIE AVE, PORTLAND, OR 97202
Preparer
Teresa L Mcguire
Phone
5032332177
Supplemental Narrative

Additional Explanations

Form 990

“Sara schmitt & karen lally bea reimburses the beaverton school district 48 for salaries and benefits of the president and vice president. These salaries are reported on w-2s by the school district and not bea.”

Form 990, Page 2, Part III, Line 4D

“Each month the association published at least one newsletter to inform the membership about association programs, contract maintenance, negotiations, professional development opportunities, health insurance issues, member rights and legislative updates. Additional publications related to political matters are published as needed.”

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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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0AMOUNTS PAID BY BEA ARE CONSIDERED UNRESTRICTED CONTRIBUTIONS. THERE ARE NO REPORTING REQUIREMENTS BY THE RECEIVING PARTIES TO BEA REGARDING THE USE OF THE FUNDS AND THERE IS NO REQUIREMENT TO PERFORM SERVICES OR RETURN THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SARA SCHMITT & KAREN LALLY BEA REIMBURSES THE BEAVERTON SCHOOL DISTRICT 48 FOR SALARIES AND BENEFITS OF THE PRESIDENT AND VICE PRESIDENT. THESE SALARIES ARE REPORTED ON W-2S BY THE SCHOOL DISTRICT AND NOT BEA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MONTH THE ASSOCIATION PUBLISHED AT LEAST ONE NEWSLETTER TO INFORM THE MEMBERSHIP ABOUT ASSOCIATION PROGRAMS, CONTRACT MAINTENANCE, NEGOTIATIONS, PROFESSIONAL DEVELOPMENT OPPORTUNITIES, HEALTH INSURANCE ISSUES, MEMBER RIGHTS AND LEGISLATIVE UPDATES. ADDITIONAL PUBLICATIONS RELATED TO POLITICAL MATTERS ARE PUBLISHED AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP ORGANIZATION OF INDIVIDUAL FACULTY AND ACADEMIC PROFESSIONALS OF THE BEAVERTON SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS NOMINATE AND VOTE TO ELECT OFFICERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CONTRACT BETWEEN THE BEAVERTON SCHOOL DISTRICT AND THE BEAVERTON EDUCATION ASSOCIATION IS VOTED ON BY THE MEMBERSHIP. A VOTE IS ALSO NEEDED TO CHANGE THE BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 990 TAX RETURN IS PREPARED BY A CPA AND MADE AVAILABLE TO ALL BOARD MEMBERS AND THEN PRESENTED AT AN ANNUAL MEETING BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CONFLICT OF INTEREST POLICY IS SIGNED BY ALL NEW BOARD MEMBERS AND DISCUSSED AT A BOARD MEETING AT LEAST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMPENSATION IS BASED ON THE SCHOOL DISTRICT EMPLOYMENT CONTRACT AND STEP LEVEL AND IS BASED ON A PRE-DETERMINED SALARY SCHEDULE CONSISTENT WITH ALL OTHER TEACHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ORGANIZATIONAL DOCUMENTS, FINANCIAL STATEMENTS, AND POLICIES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0424331
IRS990/TotalAssetsEOYAmt0518956
IRS990/TotalAssetsGrp/BOYAmt0424331
IRS990/TotalAssetsGrp/EOYAmt0518956
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0296084
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0424331
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0518956
IRS990/TotalProgramServiceRevenueAmt0389480
IRS990/TotalReportableCompFromOrgAmt0186070
IRS990/TotalRevenueGrp/ExclusionAmt01229
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0389480
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0390709
IRS990/TotalVolunteersCnt0473
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0424331
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0518956
IRS990/TravelGrp/TotalAmt03179
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0424331
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0518956
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt020450 NW AMBERWOOD DR STE 125
IRS990/USAddress/CityNm0BEAVERTON
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097006
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.BEAVERTONEA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA SCHMITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05036456066
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEAVERTON EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0BEAV
ReturnHeader/Filer/EIN0943144630
ReturnHeader/Filer/PhoneNum05036456066
ReturnHeader/Filer/USAddress/AddressLine1Txt020450 NW AMBERWOOD DR STE 125
ReturnHeader/Filer/USAddress/CityNm0BEAVERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097006
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId063EF2711B3F56E156D8E390B9E617D32BF1784C0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId013AA4DB0906473F61DBABB59D9B5C88926FD680D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.164.69
ReturnHeader/FilingSecurityInformation/IPDt02019-02-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:54:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931093736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAUKA MCGUIRE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03511 SE MILWAUKIE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097202
ReturnHeader/PreparerPersonGrp/PhoneNum05032332177
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA L MCGUIRE
ReturnHeader/ReturnTs02019-02-06T10:54:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$518,956
Liabilities
$0
Net assets
$518,956
Revenue
$390,709
Expenses
$296,084
Net income
$94,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$6.84$0.03$6.81$4.21$4.08$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$0.00$6.68$3.83$4.09$0.26
2021Summary only. Only limited summary data is available for this year.$6.98$0.05$6.93$3.69$3.55$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.80$0.00$6.80$3.67$3.02$0.66
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.14$0.00$6.14$3.95$3.00$0.95
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.00$5.19$3.91$2.96$0.95
2018Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$3.91$2.96$0.95
2017Summary only. Only limited summary data is available for this year.$4.24$0.00$4.24$3.74$2.57$1.17
2016Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$3.47$3.23$0.24
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$3.17$3.13$0.04
2014Summary only. Only limited summary data is available for this year.$2.79$0.00$2.79$2.76$3.65$0.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.68$0.00$3.68$3.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.04$4.79$3.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$0.00$5.42$2.86
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$5.16$3.11$2.66$0.45