Civic Intelligence

The Cottonwood School of Civics and Science

990 • Fiscal year 2016 • EIN 20-2738271

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

Organization Profilewww.swcharter.org
PO Box 19816Portland, OR 97280

(503) 244-1697

Siviq Scores

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

Liabilities / Assets

92nd percentile

1.04x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.65x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$80,227

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

58th percentile

3.5%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-3.0%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$934,964

Up $31,213 (+3.5%) from 2015

Net Assets

Down

-$35,792

Down $424,720 (-109%) from 2015

Liabilities

Up

$970,756

Up $455,933 (+89%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin12th percentile

Revenue

Down

$1,495,169

Down $46,641 (-3.0%) from 2015

Expenses

Up

$1,919,889

Up $813,510 (+74%) from 2015

Net Income

Down

-$424,720

Down $860,151 (-198%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $228,788Liabilities 2011: $329,179Net Assets 2011: -$100,3912011Assets 2012: $398,698Liabilities 2012: $329,672Net Assets 2012: $69,0262012Assets 2013: $530,925Liabilities 2013: $349,900Net Assets 2013: $181,0252013Assets 2014: $97,631Net Assets 2014: $02014Assets 2015: $903,751Liabilities 2015: $514,823Net Assets 2015: $388,9282015Assets 2016: $934,964Liabilities 2016: $970,756Net Assets 2016: -$35,7922016Assets 2017: $1,413,028Liabilities 2017: $1,556,210Net Assets 2017: -$143,1822017Assets 2018: $1,423,175Liabilities 2018: $1,592,420Net Assets 2018: -$169,2452018Assets 2019: $1,600,598Liabilities 2019: $1,762,437Net Assets 2019: -$161,8392019Assets 2020: $1,568,438Liabilities 2020: $1,201,566Net Assets 2020: $366,8722020Assets 2021: $3,316,515Liabilities 2021: $2,979,630Net Assets 2021: $336,8852021Assets 2022: $4,900,365Liabilities 2022: $4,078,487Net Assets 2022: $821,8782022Assets 2023: $4,421,724Liabilities 2023: $3,582,621Net Assets 2023: $839,1032023Assets 2024: $3,964,236Liabilities 2024: $3,103,180Net Assets 2024: $861,0562024Assets 2025: $3,797,760Liabilities 2025: $3,439,305Net Assets 2025: $358,4552025

Highlighted filing

2016

Assets$934,964
Liabilities$970,756
Net Assets-$35,792
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $850,761Expenses 2011: $898,697Net Income 2011: -$47,9362011Revenue 2012: $1,208,951Expenses 2012: $1,039,534Net Income 2012: $169,4172012Expenses 2013: $1,144,9342013Revenue 2014: $02014Revenue 2015: $1,541,810Expenses 2015: $1,106,379Net Income 2015: $435,4312015Revenue 2016: $1,495,169Expenses 2016: $1,919,889Net Income 2016: -$424,7202016Revenue 2017: $1,470,399Expenses 2017: $1,577,789Net Income 2017: -$107,3902017Revenue 2018: $1,762,186Expenses 2018: $1,788,249Net Income 2018: -$26,0632018Revenue 2019: $1,694,586Expenses 2019: $1,687,180Net Income 2019: $7,4062019Revenue 2020: $1,798,718Expenses 2020: $1,274,836Net Income 2020: $523,8822020Revenue 2021: $1,972,010Expenses 2021: $2,001,997Net Income 2021: -$29,9872021Revenue 2022: $2,407,332Expenses 2022: $1,934,463Net Income 2022: $472,8692022Revenue 2023: $2,315,522Expenses 2023: $2,298,297Net Income 2023: $17,2252023Revenue 2024: $2,471,923Expenses 2024: $2,449,970Net Income 2024: $21,9532024Revenue 2025: $2,230,593Expenses 2025: $2,733,194Net Income 2025: -$502,6012025

Highlighted filing

2016

Revenue$1,495,169
Expenses$1,919,889
Net Income-$424,720
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$1,546,868
Mission and Program Overview

Mission

To provide a creative learning environment as a public charter school where students develop a deep sense of place, belonging and work to become engaged stewards of the natural world around them and active citizens within our community.

To develop, maintain, raise funds for and operate a public charter school in portland, oregon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$75,065$478,949▲ $403,884
Land, Buildings, and Equipment, Net$99,633$87,488▼ $12,145
Savings and Temporary Cash Investments$434,531$75,103▼ $359,428
Accounts Receivable$102,468$70,777▼ $31,691
Prepaid Expenses and Deferred Charges$1,443$7,171▲ $5,728
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$903,751$934,964▲ $31,213
Other Assets Total$190,611$215,476▲ $24,865
Liabilities
Other Liabilities$439,554$956,571▲ $517,017
Mortgage Notes Payable Secured by Investment Property$55,321--
Accounts Payable and Accrued Expenses$19,948$14,185▼ $5,763
Total Liabilities$514,823$970,756▲ $455,933
Net Assets / Fund Balance
Temporarily Rstr Net Assets$11,761$16,516▲ $4,755
Unrestricted Net Assets$377,167$-52,308▼ $429,475
Total Net Assets Fund Balance$388,928$-35,792▼ $424,720
Total Liabilities and Net Assets / Fund Balance$903,751$934,964▲ $31,213

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$40,159$36,046$76,205
Leasehold Improvements$47,329$14,207$61,536
Other Assets Org$197,976--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$11,761--$1,736$16,516
2014$6,282$1,401--$11,761
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne GurneeEducation DirectorFT$61,000$19,227$80,227
Suzanne PerryExecutive DirectorFT$12,500$602$13,102

Board Members and Trustees

NameTitle
Dennis AllenPresident
Caroline FalconeMember
Jeff SlingerMember
Jessica NicholsMember
Joe LepperMember
Laura ShierMember
Lorien SekoraMember
Brian SmithSecretary
Dan HunterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,432,821
Program Service Revenue
$61,855
Investment Income
$0
Other Revenue
$493
All Other Contributions
$31,818
Change in Net Assets
$-424,720

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table369$23,973Face Value
Other Non Cash Contri Table14$16,524Face Value
Other Non Cash Contri Table56$13,890Face Value
Clothing and Household Goods-$8,611Estimate
Works of Art29$3,751Estimate
Total Noncash Contributions468$66,749-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,495,169
Revenue Not Reported on Form 990
$51,699
Total Revenue per Audited Statements
$1,546,868
Total Revenue per Form 990
$1,495,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,447,040
Other Expenses$472,849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$579,828$19,157-$598,985
Pension Plan Contributions$340,618$247,813-$588,431
Occupancy-$256,110-$256,110
Current Officers, Directors, Trustees, and Key Employees-$100,186-$100,186
Other Employee Benefits$83,358$9,726-$93,084
Payroll Taxes$54,410$11,944-$66,354
Fees for Services Other-$39,948-$39,948
Office Expenses-$18,191-$18,191
All Other Expenses-$15,754-$15,754
Insurance-$12,599-$12,599
Depreciation Depletion$9,980$657-$10,637
Other Expenses$1,385$8,175-$8,175
Fees for Services Accounting-$3,697-$3,697
Fees for Services Lobbying-$2,500-$2,500
Travel-$2,230-$2,230
Interest-$1,733-$1,733
Advertising-$478-$478
Fees for Services Legal-$350-$350
Total Functional Expenses$1,069,579$850,310$0$1,919,889

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,971,588
Expenses per Audited Statements$1,919,889
Total Expenses per Form 990$1,919,889
Expenses Not Reported on Form 990$51,699
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$51,699
Fundraising Gross Income$20,881
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$87,456-$15,279-
Foswcs Fundraising$15,297$15,297$15,297$0
Total Events$108,677$15,297$45,244$-29,947
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Willamette MfgFormer MemberBIZ MGMT + ACCT SERVNo$22,500

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$591,930
Pension Related Deferrals$138,281
Payroll Liabilities$137,822
Deferred Lease Expense$76,482
Capital Lease Obligations$10,656
Deposits Payable$1,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“No committee had authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the draft of the 990 is available for all voting members of the board to review between three to five business days before it is signed and submitted to the internal revenue service. Each board member is notified and an electronic copy is available upon request.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's governing documents, conflict of interest policy, and financial statements are generally not available to the public.”

Filing and Contact Details

Filer

Filer Name
Southwest Charter School
EIN
20-2738271
Phone
5032441697
Address
PO BOX 19816, PORTLAND, OR 97280

Signing Officer

Name
Dennis Allen
Title
President
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Allen
Formed
2005
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
42
Volunteers
108

Preparer

Firm
Ras Groupllc
Address
7148 SW Gonzaga St, TIGARD, OR 97223
Preparer
Roy R Rogers
Phone
5036848421
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“FUNDRAISING $51699”

Part XII, Line 2D: Other expenses and losses per audited F/S

“FUNDRAISING $51699”

Raw XML AppendixShowing 400 of 586 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt019948
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014185
IRS990/AccountsReceivableGrp/BOYAmt0102468
IRS990/AccountsReceivableGrp/EOYAmt070777
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO DEVELOP, MAINTAIN, RAISE FUNDS FOR AND OPERATE A PUBLIC CHARTER SCHOOL IN PORTLAND, OREGON.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0478
IRS990/AdvertisingGrp/TotalAmt0478
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt031818
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt015754
IRS990/AllOtherExpensesGrp/TotalAmt015754
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ANNA WANTZ
IRS990/BooksInCareOfDetail/PhoneNum05036924994
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt00640 SW BANCROFT ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097239
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt075065
IRS990/CashNonInterestBearingGrp/EOYAmt0478949
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0100186
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0100186
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt093466
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01432821
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0472849
IRS990/CYOtherRevenueAmt0493
IRS990/CYProgramServiceRevenueAmt061855
IRS990/CYRevenuesLessExpensesAmt0-424720
IRS990/CYSalariesCompEmpBnftPaidAmt01447040
IRS990/CYTotalExpensesAmt01919889
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01495169
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0657
IRS990/DepreciationDepletionGrp/ProgramServicesAmt09980
IRS990/DepreciationDepletionGrp/TotalAmt010637
IRS990/Desc0DIRECT EXPENSES RELATED TO PUBLIC CHARTER SCHOOL INSTRUCTION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt042
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01069579
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FederatedCampaignsAmt0845
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03697
IRS990/FeesForServicesAccountingGrp/TotalAmt03697
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0350
IRS990/FeesForServicesLegalGrp/TotalAmt0350
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt02500
IRS990/FeesForServicesLobbyingGrp/TotalAmt02500
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt039948
IRS990/FeesForServicesOtherGrp/TotalAmt039948
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt012.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt17.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt27.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt37.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt47.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt57.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt67.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt77.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt87.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt919227
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10602
IRS990/Form990PartVIISectionAGrp/PersonNm0DENNIS ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROLINE FALCONE
IRS990/Form990PartVIISectionAGrp/PersonNm3DAN HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOE LEPPER
IRS990/Form990PartVIISectionAGrp/PersonNm5JESSICA NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm6LORIEN SEKORA
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURA SHIER
IRS990/Form990PartVIISectionAGrp/PersonNm8JEFF SLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm9ANNE GURNEE
IRS990/Form990PartVIISectionAGrp/PersonNm10SUZANNE PERRY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt961000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1012500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9Education Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Dir.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt093466
IRS990/FundraisingDirectExpensesAmt051699
IRS990/FundraisingGrossIncomeAmt020881
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01306692
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01546868
IRS990/GrossRentsGrp/RealAmt030800
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt012599
IRS990/InsuranceGrp/TotalAmt012599
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt01733
IRS990/InterestGrp/TotalAmt01733
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt050253
IRS990/LandBldgEquipBasisNetGrp/BOYAmt099633
IRS990/LandBldgEquipBasisNetGrp/EOYAmt087488
IRS990/LandBldgEquipCostOrOtherBssAmt0137741
IRS990/LegalDomicileStateCd0OR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO DEVELOP, MAINTAIN, RAISE FUNDS FOR AND OPERATE A PUBLIC CHARTER SCHOOL IN PORTLAND, OREGON.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt055321
IRS990/NetAssetsOrFundBalancesBOYAmt0388928
IRS990/NetAssetsOrFundBalancesEOYAmt0-35792
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-30818
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt030800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt030800
IRS990/NoncashContributionsAmt066749
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0256110
IRS990/OccupancyGrp/TotalAmt0256110
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018191
IRS990/OfficeExpensesGrp/TotalAmt018191
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0190611
IRS990/OtherAssetsTotalGrp/EOYAmt0215476
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09726
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt083358
IRS990/OtherEmployeeBenefitsGrp/TotalAmt093084
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1MISC
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3JANITORIAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt074502
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115589
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt28971
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt38175
IRS990/OtherExpensesGrp/ProgramServicesAmt01385
IRS990/OtherExpensesGrp/TotalAmt075887
IRS990/OtherExpensesGrp/TotalAmt115589
IRS990/OtherExpensesGrp/TotalAmt28971
IRS990/OtherExpensesGrp/TotalAmt38175
IRS990/OtherLiabilitiesGrp/BOYAmt0439554
IRS990/OtherLiabilitiesGrp/EOYAmt0956571
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC. INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0511
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0511
IRS990/OtherRevenueTotalAmt0511
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019157
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0579828
IRS990/OtherSalariesAndWagesGrp/TotalAmt0598985
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011944
IRS990/PayrollTaxesGrp/ProgramServicesAmt054410
IRS990/PayrollTaxesGrp/TotalAmt066354
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0247813
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0340618
IRS990/PensionPlanContributionsGrp/TotalAmt0588431
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01443
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07171
IRS990/PrincipalOfficerNm0DENNIS ALLEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CHARGES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt061855
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061855
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01458178
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0255920
IRS990/PYOtherRevenueAmt0-12924
IRS990/PYProgramServiceRevenueAmt096556
IRS990/PYRevenuesLessExpensesAmt0435431
IRS990/PYSalariesCompEmpBnftPaidAmt0850459
IRS990/PYTotalExpensesAmt01106379
IRS990/PYTotalRevenueAmt01541810
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-424720
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt030800
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0434531
IRS990/SavingsAndTempCashInvstGrp/EOYAmt075103
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/DirectContactLegislatorsAmt02500
IRS990ScheduleC/DirectContactLegislatorsInd0true
IRS990ScheduleC/Form4720Filed4912TaxInd0false
IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false
IRS990ScheduleC/MailingsMembersInd0false
IRS990ScheduleC/MediaAdvertisementsInd0false
IRS990ScheduleC/NotDescribedSection501c3Ind0false
IRS990ScheduleC/OtherActivitiesInd0false
IRS990ScheduleC/PaidStaffOrManagementInd0true
IRS990ScheduleC/PublicationsOrBroadcastInd0false
IRS990ScheduleC/RalliesDemonstrationsInd0false
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0LEGISLATIVE ADVOCACY FOR CHARTER SCHOOLS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I-A, Line 1 - Direct and Indirect Political Campaign Activities
IRS990ScheduleC/TotalLobbyingExpendituresAmt02500
IRS990ScheduleC/VolunteersInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011761
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt016516
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt06491
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01736
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06282
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01401
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011761
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt04078
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt040159
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036046
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt076205
IRS990ScheduleD/ExpensesNotReportedAmt051699
IRS990ScheduleD/ExpensesSubtotalAmt01919889
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt047329
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt014207
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt061536
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt017500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1197976
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PENSION RELATED DEFERRALS
IRS990ScheduleD/OtherExpensesIncludedAmt051699
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010656
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt176482
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3591930
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt4137822

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$934,964
Liabilities
$970,756
Net assets
-$35,792
Revenue
$1,495,169
Expenses
$1,919,889
Net income
-$424,720
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.80$3.44$0.36$2.23$2.73$0.50
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$3.10$0.86$2.47$2.45$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$3.58$0.84$2.32$2.30$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$4.08$0.82$2.41$1.93$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$2.98$0.34$1.97$2.00$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$1.20$0.37$1.80$1.27$0.52
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$1.76$0.16$1.69$1.69$0.01
2018Summary only. Only limited summary data is available for this year.$1.42$1.59$0.17$1.76$1.79$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$1.56$0.14$1.47$1.58$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.97$0.04$1.50$1.92$0.42
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.51$0.39$1.54$1.11$0.44
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.35$0.18$1.14
2012Summary only. Only limited summary data is available for this year.$0.40$0.33$0.07$1.21$1.04$0.17
2011Summary only. Only limited summary data is available for this year.$0.23$0.33$0.10$0.85$0.90$0.05