Education Northwest FY2020 filing

Tax-deductible

Portland, OR501(c)(3)Since 1966Public & Societal BenefitEIN 93-0553346Revenue $13.5M in FY2020

On file with the IRSeducationnorthwest.org811 Sw 6th Ave Ste 1000, 97204-1345 · Portland, ORTax-exempt since May 1967Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

To improve educational results for children, youth and adults by providing research and development assistance in delivering equitable, high-quality educational programs. The organization provides research and development assistance to Education, government, community agencies, business and labor.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
$1.7M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $174K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.7M
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $31K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.1M
51% of total assets
Fine: liabilities are 51% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
25
of 25 voting members
Looks good: 25 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$13.5M
Spent
$14.8M
To programs
66%
Net assets
$3.9M
By yearFY2020–FY2024
Revenue
$13.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$13.5M
FY2021$17.3M
FY2022$15.5M
FY2023$13.7M
FY2024$14.9M
Expenses
$14.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$14.8M
FY2021$14.3M
FY2022$13.5M
FY2023$14.6M
FY2024$16.7M
Net assets
$3.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.9M
FY2021$6.8M
FY2022$7.9M
FY2023$7.5M
FY2024$6.0M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $9.8M Management & general 34% · $5.0M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

35 people listed on the 990; $1.7M paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Operating Officer
$252,012Pt VII · Sec A
Cheif Executive Officer
$250,258Pt VII · Sec A
Program Director
$187,261Pt VII · Sec A
Program Director
$163,028Pt VII · Sec A
Director, Rel
$148,009Pt VII · Sec A
$139,075Pt VII · Sec A
Director, HR
$137,304Pt VII · Sec A
Program Director
$134,506Pt VII · Sec A

Jessica Johnson’s $336K as Chief Executive Officer is at the 57th percentile of top reported officer pay among 232 $10–100M public & societal benefit nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jessica Johnson$335,913$364,622$249,544$61,713—
Patricia Wood—$84,334$263,214$256,608$250,258
Jeffrey Strickler———$231,016$252,012
Stuart Ferguson$237,651$232,073$228,897$51,089—
Christopher Mazzeo$183,046$221,293$215,773$195,335$187,261
Catherine Barbour$213,981$208,157$203,095——
Steven Klein——$196,740$171,529$163,028
Johnette Burdette$174,669$166,676$136,811——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Education Northwest executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves educational results by providing research and development assistance for equitable, high-quality programs.

Questions for Education Northwest

Tap to ask. Education Northwest sees how many people are interested.

Your first name shows with your question. Education Northwest answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $9.8M · in their own filed words · FY2020
01

Educational research, development, evaluation, dissemination, training and technical assistance activities for the us government, various state, local, and intermediate agencies.

$9.8Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$31K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$13.5M
Ln 12
Gifts and grantsLn 1h$13.0M
Investment incomeLn 3$498K
Other incomeLn 4–11$9K
Money outPt IX
$14.8M
Ln 25
Programscol B$9.8M
Managementcol C$5.0M
Owns and owesPt X
$3.9M
net assets · Ln 32
Cash and savingsLn 1–2$402K
Total assetsLn 16$8.0M
LiabilitiesLn 26$4.1M
PeoplePt VI, VII
35
listed · VII A
PaidVII A10
Voting boardVI 1a25
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$13.0M
Government grantsLn 1e$6.3M
Investment incomeLn 3$498K
Other incomeLn 4–11$9K
Gains on assetsLn 7$397K
Total revenueLn 12$13.5M
Assets in detailPt X, end of year
CashLn 1$175K
SavingsLn 2$227K
Cash and savings togetherLn 1–2$402K
InvestmentsLn 11–13$4.6M
Land, buildings, equipmentLn 10c$71K
Total assetsLn 16$8.0M
LiabilitiesLn 26$4.1M
Net assetsLn 32$3.9M
OperationsPt I, VI
EmployeesI 597
VolunteersI 625
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$667K$402K
InvestmentsLn 11–13$4.2M$4.6M
Land, buildings, equipmentLn 10c$153K$71K
Total assetsLn 16$7.4M$8.0M
LiabilitiesLn 26$2.2M$4.1M
Net assetsLn 32$5.3M$3.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.2M$734K$448K
Other salaries and wagesLn 7$6.3M$3.9M$2.4M
Pension plan contributionsLn 8$796K$495K$302K
Other employee benefitsLn 9$1.1M$677K$413K
Payroll taxesLn 10$577K$358K$218K
Legal feesLn 11b$8K$4K$3K
Accounting feesLn 11c$16K$9K$7K
Investment management feesLn 11f$21K$21K
Other fees for servicesLn 11g$1.1M$620K$458K
Office expensesLn 13$284K$215K$69K
OccupancyLn 16$1.8M$1.3M$529K
TravelLn 17$120K$83K$37K
Conferences, conventions and meetingsLn 19$84K$19K$65K
Depreciation, depletion and amortizationLn 22$67K$47K$19K
Other expenses (24a–d)Ln 24$1.3M$1.3M
All other expensesLn 24e$142K$79K$63K
Total functional expensesLn 25$14.8M$9.8M$5.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $14.9M$16.7M−$1.8M$6.0M 990 PDF
FY2023 $13.7M$14.6M−$886K$7.5M 990 PDF
FY2022 $15.5M$13.5M$2.0M$7.9M 990 PDF
FY2021 $17.3M$14.3M$2.9M$6.8M 990 PDF
FY2020 Viewing $13.5M$14.8M−$1.3M$3.9M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $13,498,624 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $16,763,689$12,991,736
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $367,616$498,012
I-11 Other revenuePrior year $10,994$8,876
I-12 Total revenuePrior year $17,142,299$13,498,624
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $11,248,592$9,925,608
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,564,932$4,894,717
I-18 Total expensesPrior year $17,813,524$14,820,325
I-19 Revenue less expensesPrior year −$671,225−$1,321,701
Part VI · Governance 25 of 25 board members independent, no flags
VI-1a Voting members of the governing body25
VI-1b Independent voting members25
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $13,498,624 across 7 lines filed
VIII-1e Government grants$6,308,854
VIII-1f All other contributions, gifts and grants$6,682,882
VIII-1h Total contributions, gifts and grants$12,991,736
VIII-3 Investment incomeExcluded from tax $100,842$100,842
VIII-5 RoyaltiesExcluded from tax $8,876$8,876
VIII-7 Net gain or loss on sales of assetsExcluded from tax $397,170$397,170
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $506,888$13,498,624
Part IX · Statement of functional expenses $14,820,325 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $733,902 · Management $447,529$1,181,431
IX-7 Other salaries and wagesPrograms $3,901,588 · Management $2,379,168$6,280,756
IX-8 Pension plan contributionsPrograms $494,698 · Management $301,665$796,363
IX-9 Other employee benefitsPrograms $677,271 · Management $412,996$1,090,267
IX-10 Payroll taxesPrograms $358,301 · Management $218,490$576,791
IX-11b Legal feesPrograms $4,490 · Management $3,318$7,808
IX-11c Accounting feesPrograms $9,134 · Management $6,749$15,883
IX-11f Investment management feesManagement $21,119$21,119
IX-11g Other fees for servicesPrograms $619,516 · Management $457,716$1,077,232
IX-13 Office expensesPrograms $215,252 · Management $68,745$283,997
IX-16 OccupancyPrograms $1,292,987 · Management $528,804$1,821,791
IX-17 TravelPrograms $83,298 · Management $36,857$120,155
IX-19 Conferences, conventions and meetingsPrograms $19,044 · Management $64,866$83,910
IX-22 Depreciation, depletion and amortizationPrograms $47,356 · Management $19,368$66,724
IX-24 Other expenses (24a–d)Programs $1,254,496$1,254,496
IX-24e All other expensesPrograms $79,046 · Management $62,556$141,602
IX-25 Total functional expensesPrograms $9,790,379 · Management $5,029,946 · Fundraising $0$14,820,325
Part X · Balance sheet $8,037,039 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $568,028$174,744
X-2 Savings and temporary cash investmentsStart of year $99,457$227,463
X-3 Pledges and grants receivableStart of year $678,326$1,344,927
X-4 Accounts receivableStart of year $1,407,878$1,354,322
X-9 Prepaid expenses and deferred chargesStart of year $265,265$291,597
X-10c Land, buildings and equipment, netStart of year $152,769$70,990
X-11 Publicly traded securitiesStart of year $4,236,384$4,572,996
X-16 Total assetsStart of year $7,408,107$8,037,039
X-17 Accounts payable and accrued expensesStart of year $973,403$1,016,547
X-19 Deferred revenueStart of year $1,058,809$552,760
X-24 Unsecured notes and loans payable$2,442,440
X-25 Other liabilitiesStart of year $121,835$103,152
X-26 Total liabilitiesStart of year $2,154,047$4,114,899
X-27 Net assets without donor restrictionsStart of year $5,167,457$3,852,688
X-28 Net assets with donor restrictionsStart of year $86,603$69,452
X-32 Total net assets or fund balancesStart of year $5,254,060$3,922,140
X-33 Total liabilities and net assetsStart of year $7,408,107$8,037,039
Part XI · Reconciliation of net assets $3,922,140 net assets at year end
XI-1 Total revenue$13,498,624
XI-2 Total expenses$14,820,325
XI-3 Revenue less expenses−$1,321,701
XI-4 Net assets at start of year$5,254,060
XI-5 Net unrealized gains (losses) on investments−$10,219
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,922,140

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.