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Nonprofiteer
← EDUCATION NORTHWEST

Form 990 for tax year 2023

Filed by EDUCATION NORTHWEST.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 19 February 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$13,735,287
Total expenses
$14,621,427
Contributions and grants received
$13,574,140
Grants paid
$0
Program service revenue
$0
Investment income
$154,608
Other revenue
$6,539
Total assets, end of year
$17,027,711
Total liabilities, end of year
$9,507,892
Net assets or fund balances, end of year
$7,519,819
Program services expenses (Part IX)
$10,426,973
Management and general expenses
$4,194,454
Fundraising expenses
$0
Program service expenses (Part III)
$10,426,973

Program services were 71.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $899,831

  • 1f · All other contributions, gifts and grants

    $12,674,309

  • 3 · Investment income

    total $126,463 · excluded $126,463

  • 5 · Royalties

    total $6,539 · excluded $6,539

  • 7a · Gross sales of assets other than inventory

    securities $1,178,304

  • 7b · Less cost or other basis and sales expenses

    securities $1,150,159

  • 7c · Gain or loss

    securities $28,145

  • 7d · Net gain or loss

    total $28,145 · excluded $28,145

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,893,800 · program services $1,317,305 · management and general $576,495

  • 7 · Other salaries and wages

    total $6,195,121 · program services $4,309,254 · management and general $1,885,867

  • 8 · Pension plan contributions

    total $802,140 · program services $557,959 · management and general $244,181

  • 9 · Other employee benefits

    total $891,688 · program services $620,248 · management and general $271,440

  • 10 · Payroll taxes

    total $602,316 · program services $418,964 · management and general $183,352

  • 11b · Fees: legal

    total $19,014 · program services $5,812 · management and general $13,202

  • 11c · Fees: accounting

    total $49,674 · program services $15,184 · management and general $34,490

  • 11f · Fees: investment management

    total $23,527 · management and general $23,527

  • 11g · Fees: other

    total $611,449 · program services $186,908 · management and general $424,541

  • 13 · Office expenses

    total $557,936 · program services $417,186 · management and general $140,750

  • 16 · Occupancy

    total $845,649 · program services $603,299 · management and general $242,350

  • 17 · Travel

    total $334,522 · program services $270,237 · management and general $64,285

  • 19 · Conferences, conventions and meetings

    total $35,531 · program services $20,007 · management and general $15,524

  • 22 · Depreciation, depletion and amortization

    total $28,369 · program services $20,239 · management and general $8,130

  • 24a · Other expenses: SUBCONTRACTS

    total $1,455,976 · program services $1,455,976

  • 24e · All other expenses

    total $274,715 · program services $208,395 · management and general $66,320

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,500,493 · end of year $1,694,122

  • 2 · Savings and temporary cash investments

    beginning of year $574,522 · end of year $196,637

  • 3 · Pledges and grants receivable

    beginning of year $1,433,774 · end of year $1,976,815

  • 4 · Accounts receivable

    beginning of year $1,597,093 · end of year $895,832

  • 9 · Prepaid expenses and deferred charges

    beginning of year $114,335 · end of year $173,565

  • 10a · Land, buildings and equipment: cost or other basis

    $270,162

  • 10b · Land, buildings and equipment: accumulated depreciation

    $251,665

  • 10c · Land, buildings and equipment, net

    beginning of year $40,637 · end of year $18,497

  • 11 · Investments: publicly traded securities

    beginning of year $3,912,188 · end of year $4,891,310

  • 15 · Other assets

    beginning of year $10,209,443 · end of year $7,180,933

  • 17 · Accounts payable and accrued expenses

    beginning of year $756,695 · end of year $1,060,740

  • 19 · Deferred revenue

    beginning of year $2,047,260 · end of year $1,011,118

  • 25 · Other liabilities

    beginning of year $8,642,727 · end of year $7,436,034

  • 27 · Net assets without donor restrictions

    beginning of year $7,806,546 · end of year $7,390,975

  • 28 · Net assets with donor restrictions

    beginning of year $129,257 · end of year $128,844

Mission and programs · 2023

Mission

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.

  • EDUCATIONAL RESEARCH, DEVELOPMENT, EVALUATION, DISSEMINATION, TRAINING AND TECHNICAL ASSISTANCE ACTIVITIES FOR THE US GOVERNMENT, VARIOUS STATE, LOCAL, AND INTERMEDIATE AGENCIES.

    Expenses $10,426,973

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JESSICA JOHNSON

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $414,071
    From this org
    $364,622
    From related orgs
    $0
    Other
    $49,449
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,872
    Bonus
    $42,750
    Other
    $0
    Deferred
    $36,671
    Nontaxable benefits
    $12,778
    Filer's total
    $414,071

  • STUART FERGUSON

    CHIEF FINANCIAL OFFICER

    Total calculated
    $279,200
    From this org
    $232,073
    From related orgs
    $0
    Other
    $47,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,073
    Bonus
    $0
    Other
    $0
    Deferred
    $30,864
    Nontaxable benefits
    $16,263
    Filer's total
    $279,200

  • PATRICIA WOOD

    EXECUTIVE ADVISOR

    Total calculated
    $98,482
    From this org
    $84,334
    From related orgs
    $0
    Other
    $14,148
    Hours/week
    15

  • CHRISTOPHER MAZZEO

    SENIOR DIRECTOR

    Total calculated
    $263,748
    From this org
    $221,293
    From related orgs
    $0
    Other
    $42,455
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,293
    Bonus
    $0
    Other
    $0
    Deferred
    $28,721
    Nontaxable benefits
    $13,734
    Filer's total
    $263,748

  • CATHERINE BARBOUR

    SENIOR DIRECTOR

    Total calculated
    $249,108
    From this org
    $208,157
    From related orgs
    $0
    Other
    $40,951
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,157
    Bonus
    $0
    Other
    $0
    Deferred
    $27,017
    Nontaxable benefits
    $13,934
    Filer's total
    $249,108

  • NICOLE MARTIN

    DIRECTOR, PROGRAM

    Total calculated
    $192,337
    From this org
    $155,526
    From related orgs
    $0
    Other
    $36,811
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,526
    Bonus
    $0
    Other
    $0
    Deferred
    $20,526
    Nontaxable benefits
    $16,285
    Filer's total
    $192,337

  • JENNIFER ESSWEIN

    DIRECTOR, PROGRAM

    Total calculated
    $191,503
    From this org
    $157,584
    From related orgs
    $0
    Other
    $33,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,584
    Bonus
    $0
    Other
    $0
    Deferred
    $20,479
    Nontaxable benefits
    $13,440
    Filer's total
    $191,503

  • JOHNETTE BURDETTE

    DIRECTOR, PROGRAM

    Total calculated
    $205,352
    From this org
    $166,676
    From related orgs
    $0
    Other
    $38,676
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,676
    Bonus
    $0
    Other
    $0
    Deferred
    $23,358
    Nontaxable benefits
    $15,318
    Filer's total
    $205,352

  • ILONA WALL

    DIRECTOR, COMMUNICATIONS

    Total calculated
    $161,113
    From this org
    $129,427
    From related orgs
    $0
    Other
    $31,686
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,427
    Bonus
    $0
    Other
    $0
    Deferred
    $16,839
    Nontaxable benefits
    $14,847
    Filer's total
    $161,113

  • MICHELLE HODARA

    SENIOR LEADER

    Total calculated
    $175,399
    From this org
    $144,299
    From related orgs
    $0
    Other
    $31,100
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,049
    Bonus
    $250
    Other
    $0
    Deferred
    $18,694
    Nontaxable benefits
    $12,406
    Filer's total
    $175,399

  • TIMOTHY SPETH

    SENIOR LEADER

    Total calculated
    $166,880
    From this org
    $134,150
    From related orgs
    $0
    Other
    $32,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,150
    Bonus
    $0
    Other
    $0
    Deferred
    $18,193
    Nontaxable benefits
    $14,537
    Filer's total
    $166,880

  • VICKI NISHIOKA

    LEADER

    Total calculated
    $157,674
    From this org
    $127,465
    From related orgs
    $0
    Other
    $30,209
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,465
    Bonus
    $0
    Other
    $0
    Deferred
    $16,603
    Nontaxable benefits
    $13,606
    Filer's total
    $157,674

  • KAREN PEREZ-DA SILVA

    LEADER

    Total calculated
    $144,952
    From this org
    $127,699
    From related orgs
    $0
    Other
    $17,253
    Hours/week
    40

  • ALEX ATOR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ALEKSANDRA HOLLINGSHEAD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BRUCE BELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BRYCE COEFIELD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CAROL WREN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DEBRA CLEMENS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GENE SHARRATT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GREG UPHAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JEFF STRICKLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KELLY MANNING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MARK WITTY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MEAGAN RIDES AT THE DOOR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MONTE WOOLSTENHULME

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SCOTT MACMANUS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SHARYL ALLEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 5
REVENUE TARGET INCLUDED AS ONE MEASUREMENT OF BONUS COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
30 August 2024
IRS schema version
2023v5.1
Source object
202442439349300814

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