Civic Intelligence

Micro Enterprise Services of Oregon

990 • Fiscal year 2015 • EIN 20-4379510

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 15, 2016

4008 NE Mlk Jr BlvdPortland, OR 97212

(503) 841-3351

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.63x

Higher debt load relative to assets than 83% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

1.76x

Higher debt load relative to revenue than 89% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

58th percentile

$77,500

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$2,892,674

Up $370,510 (+15%) from 2014

Net Assets

Up

$1,061,873

Up $138,653 (+15%) from 2014

Liabilities

Up

$1,830,801

Up $231,857 (+15%) from 2014

Revenue

Up

$1,042,844

Up $118,087 (+13%) from 2014

Expenses

Up

$904,191

Up $376,587 (+71%) from 2014

Net Income

Down

$138,653

Down $258,500 (-65%) from 2014

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2012: $714,161Liabilities 2012: $301,611Net Assets 2012: $412,5512012Assets 2013: $818,421Liabilities 2013: $284,841Net Assets 2013: $533,5802013Assets 2014: $2,522,164Liabilities 2014: $1,598,944Net Assets 2014: $923,2202014Assets 2015: $2,892,674Liabilities 2015: $1,830,801Net Assets 2015: $1,061,8732015Assets 2016: $4,039,856Liabilities 2016: $2,489,025Net Assets 2016: $1,550,8312016Assets 2017: $5,057,025Liabilities 2017: $2,938,756Net Assets 2017: $2,118,2692017Assets 2018: $8,545,366Liabilities 2018: $4,701,160Net Assets 2018: $3,844,2062018Assets 2019: $9,233,764Liabilities 2019: $4,492,697Net Assets 2019: $4,741,0672019Assets 2020: $11,387,085Liabilities 2020: $5,306,104Net Assets 2020: $6,080,9812020Assets 2021: $15,766,775Liabilities 2021: $5,168,016Net Assets 2021: $10,598,7592021Assets 2022: $16,740,017Liabilities 2022: $4,224,866Net Assets 2022: $12,515,1512022Assets 2023: $16,462,647Liabilities 2023: $3,955,688Net Assets 2023: $12,506,9592023Assets 2024: $16,303,599Liabilities 2024: $5,870,108Net Assets 2024: $10,433,4912024

Highlighted filing

2015

Assets$2,892,674
Liabilities$1,830,801
Net Assets$1,061,873

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2012: $348,770Expenses 2012: $240,161Net Income 2012: $108,6092012Expenses 2013: $367,4662013Revenue 2014: $924,757Expenses 2014: $527,604Net Income 2014: $397,1532014Revenue 2015: $1,042,844Expenses 2015: $904,191Net Income 2015: $138,6532015Revenue 2016: $1,767,054Expenses 2016: $1,278,096Net Income 2016: $488,9582016Revenue 2017: $2,025,213Expenses 2017: $1,457,775Net Income 2017: $567,4382017Revenue 2018: $3,325,482Expenses 2018: $1,599,545Net Income 2018: $1,725,9372018Revenue 2019: $2,730,910Expenses 2019: $1,834,049Net Income 2019: $896,8612019Revenue 2020: $4,512,571Expenses 2020: $3,172,657Net Income 2020: $1,339,9142020Revenue 2021: $30,525,364Expenses 2021: $26,007,586Net Income 2021: $4,517,7782021Revenue 2022: $9,358,693Expenses 2022: $7,442,301Net Income 2022: $1,916,3922022Revenue 2023: $14,090,117Expenses 2023: $14,098,309Net Income 2023: -$8,1922023Revenue 2024: $7,790,971Expenses 2024: $9,517,073Net Income 2024: -$1,726,1022024

Highlighted filing

2015

Revenue$1,042,844
Expenses$904,191
Net Income$138,653
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 15, 2016
Return Version
2014v6.0
Gross Receipts
$1,042,844
Mission and Program Overview

Mission

Micro Enterprise Services of Oregon seeks to improve the economic opportunities of under served individuals through empowerment, education and entrepreneurship for the benefit of the greater community

Micro enterprise services of oregon seeks to improve the economic opportunities of underserved individuals through empowerment, education, and entrepreneurship for the benefit of the greater community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$334,164$1,459,802▲ $1,125,638
Other Notes and Loans Receivable, Net$642,949$975,975▲ $333,026
Savings and Temporary Cash Investments$1,363,121$305,384▼ $1,057,737
Pledges and Grants Receivable$181,280$146,285▼ $34,995
Land, Buildings, and Equipment, Net-$4,078-
Prepaid Expenses and Deferred Charges$650$1,150▲ $500
Total Assets$2,522,164$2,892,674▲ $370,510
Liabilities
Unsecured Notes Loans Payable$444,129$620,833▲ $176,704
Mortgage Notes Payable Secured by Investment Property$678,503$617,097▼ $61,406
Other Liabilities$442,168$449,826▲ $7,658
Deferred Revenue$20,000$120,650▲ $100,650
Accounts Payable and Accrued Expenses$14,144$22,395▲ $8,251
Total Liabilities$1,598,944$1,830,801▲ $231,857
Net Assets / Fund Balance
Unrestricted Net Assets$484,380$717,073▲ $232,693
Temporarily Rstr Net Assets$438,840$344,800▼ $94,040
Total Net Assets Fund Balance$923,220$1,061,873▲ $138,653
Total Liabilities and Net Assets / Fund Balance$2,522,164$2,892,674▲ $370,510

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,078$721$4,799
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nita ShahExecutive DiFT$77,500$77,500

Board Members and Trustees

NameTitle
Faye BurchChair
Alma FloresBoard Member
Brandi WebberBoard Member
Mahendra ShahBoard Member
Sheila HoldenBoard Member
Lynn KnoxSecretary
Jeff LangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$892,353
Program Service Revenue
$91,976
Investment Income
$49,743
Other Revenue
$8,772
All Other Contributions
$365,971
Change in Net Assets
$138,653

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,042,844
Total Revenue per Audited Statements
$1,042,844
Total Revenue per Form 990
$1,042,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$546,744
Other Expenses$179,948
Grants and Similar Amounts Paid$177,499
Total Fundraising Expense$18,195
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$407,158$13,322-$420,480
Grants to Domestic Individuals$177,499--$177,499
Current Officers, Directors, Trustees, and Key Employees$17,673$41,920-$59,593
Fees for Services Other$43,731$6,025$675$50,431
Payroll Taxes$40,386--$40,386
Occupancy$29,097$2,843-$31,940
Other Employee Benefits$25,959$326-$26,285
Office Expenses$13,168$1,348$1,400$15,916
Fees for Services Accounting$15,249--$15,249
Insurance$5,075$1,384-$6,459
All Other Expenses$3,258$1,820$19$5,097
Other Expenses$3,964$13$16,083$3,964
Information Technology$3,530$150-$3,680
Travel$2,390$189$18$2,597
Interest$1,188--$1,188
Depreciation Depletion$721--$721
Advertising$100--$100
Total Functional Expenses$816,656$69,340$18,195$904,191

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$904,191
Total Expenses per Audited Statements$904,191
Total Expenses per Form 990$904,191
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ida & Afi Savings Program Funds$449,826
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
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 2

Mahendra shah nita shah board member exec dir married

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

The executive director and internal accountant review the 990. The governing body is provided with copies of form 990 and reviews this document before filing.

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

The organization has a written conflict of interest policy available.

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

The salary of the executive director was determined after review and comparison of other executive directors at similar organizations and with similar experience in this field.

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

The compensation of all staff and officers is reviewed, deliberated and approved by the board of directors based on factors such as comparability data of other, similar organizations, scope of responsibilities, and experience. None of the board or directors receive compensation; all are volunteer.

Form 990, Page 6, Part VI, Line 19

The organization makes copies of governing, fiscal and tax documents available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Micro Enterprise Services of Oregon
EIN
20-4379510
Phone
5038413351
Address
4008 NE MLK JR BLVD, PORTLAND, OR 97212

Signing Officer

Name
Nita Shah
Title
Executive Director
Phone
5038413351
Signed
2016-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nita Shah
Formed
2008
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
13
Volunteers
34

Preparer

Firm
James E Richman CPA Pc
Address
1 SW COLUMBIA SUITE 400, PORTLAND, OR 97258
Preparer
James E Richman
Phone
5032953780
Supplemental Narrative

Additional Explanations

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

Other programs: face: meso's family and community empowerment program provides culturally specific resources and entrepreneurial services to asian, latino and african-american cohorts. Educate: provides over seventy workshops that deliver comprehensive trainings in business plan, financial literacy, asset building, quickbooks, branding, and industry specific training. Marketlink: one-on-one services are designed to be individualized based on the micro entrepreneur's current needs, focused on building the expertise of the business owner and their business' standing in the community. Marketlink achieves these goals by customizing market research queries to the business owner, their needs and location. To this end, we strive to build stronger communities, and promote equity and opportunity. Since 2006, over 1239 reports have been created to meet entrepreneurs' needs, and meso receives approximately 20 inquiries per month for marketlink. With jpmorgan chase & co. Support, marketlink will provide micro entrepreneurs in portland metro access to customized market research tools and services that ensures their business plans, strategic goals, and industry information is strong. General program overview: meso provides business assistance to low-income, minority owned small businesses. In our tem years we have supported over 3000 businesses with financing, planning and marketing. Meso's mission is to improve the economic opportunities of underserved individuals through empowerment, education and entrepreneurship for the benefit of families in the greater community. An experienced and dedicated staff provides a minimum of three years of support ranging from business planning, goal implementation, marketing, consulting and financing.

Financial Statement Notes

Schedule D, Page 3, Part X

Meso is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and comparable state law. Accordingly, no provsion for income taxes is included in the financial statements. There was no unrelated business income for the year ended june 30, 2015. Under generally accepted accounting principles, an organization must evaluate its tax positions and provide for a liability for any positions that would not be considered "more likely than not" to be upheld under a tax authority examination. Management has evaluated its tax positions and has concluded that a provision for a tax liability is not necessary at june 30, 2015.

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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025959
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026285
IRS990/OtherExpensesGrp/Desc0LOAN LOSSES
IRS990/OtherExpensesGrp/Desc1MESO FUNDRAISING
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt016083
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013
IRS990/OtherExpensesGrp/ProgramServicesAmt020198
IRS990/OtherExpensesGrp/ProgramServicesAmt1187
IRS990/OtherExpensesGrp/ProgramServicesAmt26125
IRS990/OtherExpensesGrp/ProgramServicesAmt33964
IRS990/OtherExpensesGrp/TotalAmt020211
IRS990/OtherExpensesGrp/TotalAmt116270
IRS990/OtherExpensesGrp/TotalAmt26125
IRS990/OtherExpensesGrp/TotalAmt33964
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IRS990/OtherLiabilitiesGrp/EOYAmt0449826
IRS990/OtherRevenueMiscGrp/BusinessCd0561499
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt08772
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IRS990/PayrollTaxesGrp/TotalAmt040386
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0181280
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0650
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt091976
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt091976
IRS990/ProgSrvcAccomActy2Grp/Desc0IDA: INDIVIDUAL DEVELOPMENT ACCOUNTS ARE A 3:1 MATCHED SAVINGS PROGRAM OFFERED TO INCOME-QUALIFIED HOUSEHOLDS TO USE FOR BUSINESS-RELATED ASSETS AND ACTIVITIES. FEDERAL ASSETS FOR INDEPENDENCE (AFI) FUNDING SUPPLEMENTS STATE FUNDING FOR THIS PROGRAM. FINANCIAL PLANNING TRAINING AND BUSINESS EDUCATION ARE PROVIDED TO PROGRAM PARTICIPANTS. MESO PROVIDED 53 BUSINESS IDA'S TO INCOME-QUALIFIED INDIVIDUALS IN THE YEAR ENDED JUNE 30, 2015.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0264079
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0177499
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025
IRS990/ProgSrvcAccomActy3Grp/Desc0ACE: MESO PROVIDES MICRO LOANS OF UP TO 50,000, LOANS FOR CREDIT BUILDING, GUARANTEED CREDIT LINES IN PARTNERSHIP WITH BANKS, EMERGENCY LOANS, COMMERCIAL REAL ESTATE LOANS UP TO 250,000 AND INDIVIDUAL DEVELOPMENT ACCOUNTS (IDA), A 3:1 MATCHED SAVINGS PROGRAM. MESO IS A DESIGNATED SMALL BUSINESS ADMINISTRATION (SBA) MICRO LENDER AND A CDFI. MESO IS AN ADMINISTRATOR OF LOAN FUNDS TO ORGANIZATIONS THAT INCLUDE: IMMIGRANT AND REFUGEE COMMUNITY ORGANIZATION, HISPANIC METROPOLITAN CHAMBER, HACIENDA CDC, NEIGHBORHOOD HOUSE, AND PORTLAND STATE UNIVERSITY BUSINESS PROGRAM.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt025124
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS: FACE: MESO'S FAMILY AND COMMUNITY EMPOWERMENT PROGRAM PROVIDES CULTURALLY SPECIFIC RESOURCES AND ENTREPRENEURIAL SERVICES TO ASIAN, LATINO AND AFRICAN-AMERICAN COHORTS. EDUCATE: PROVIDES OVER SEVENTY WORKSHOPS THAT DELIVER COMPREHENSIVE TRAININGS IN BUSINESS PLAN, FINANCIAL LITERACY, ASSET BUILDING, QUICKBOOKS, BRANDING, AND INDUSTRY SPECIFIC TRAINING. MARKETLINK: ONE-ON-ONE SERVICES ARE DESIGNED TO BE INDIVIDUALIZED BASED ON THE MICRO ENTREPRENEUR'S CURRENT NEEDS, FOCUSED ON BUILDING THE EXPERTISE OF THE BUSINESS OWNER AND THEIR BUSINESS' STANDING IN THE COMMUNITY. MARKETLINK ACHIEVES THESE GOALS BY CUSTOMIZING MARKET RESEARCH QUERIES TO THE BUSINESS OWNER, THEIR NEEDS AND LOCATION. TO THIS END, WE STRIVE TO BUILD STRONGER COMMUNITIES, AND PROMOTE EQUITY AND OPPORTUNITY. SINCE 2006, OVER 1239 REPORTS HAVE BEEN CREATED TO MEET ENTREPRENEURS' NEEDS, AND MESO RECEIVES APPROXIMATELY 20 INQUIRIES PER MONTH FOR MARKETLINK. WITH JPMORGAN CHASE & CO. SUPPORT, MARKETLINK WILL PROVIDE MICRO ENTREPRENEURS IN PORTLAND METRO ACCESS TO CUSTOMIZED MARKET RESEARCH TOOLS AND SERVICES THAT ENSURES THEIR BUSINESS PLANS, STRATEGIC GOALS, AND INDUSTRY INFORMATION IS STRONG. GENERAL PROGRAM OVERVIEW: MESO PROVIDES BUSINESS ASSISTANCE TO LOW-INCOME, MINORITY OWNED SMALL BUSINESSES. IN OUR TEM YEARS WE HAVE SUPPORTED OVER 3000 BUSINESSES WITH FINANCING, PLANNING AND MARKETING. MESO'S MISSION IS TO IMPROVE THE ECONOMIC OPPORTUNITIES OF UNDERSERVED INDIVIDUALS THROUGH EMPOWERMENT, EDUCATION AND ENTREPRENEURSHIP FOR THE BENEFIT OF FAMILIES IN THE GREATER COMMUNITY. AN EXPERIENCED AND DEDICATED STAFF PROVIDES A MINIMUM OF THREE YEARS OF SUPPORT RANGING FROM BUSINESS PLANNING, GOAL IMPLEMENTATION, MARKETING, CONSULTING AND FINANCING.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt022705
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt027052
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IRS990/PYOtherRevenueAmt04250
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IRS990/PYTotalRevenueAmt0924757
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IRS990/ReconcilationRevenueExpnssAmt0138653
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0493737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0290269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0269800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02811973
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049743
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022045
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09128
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02341
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt080
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt083337
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0100748
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08772
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04250
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt024934
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt056160
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0900
IRS990ScheduleA/OtherIncome170Grp/TotalAmt095016
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81720
IRS990ScheduleA/PublicSupportPY170Pct00.86930
IRS990ScheduleA/PublicSupportTotal170Amt02443639
IRS990ScheduleA/SubstantialContributorsTotAmt0368334
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0892353
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0493737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0290269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0269800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02811973
IRS990ScheduleA/TotalSupportAmt02990326
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt04078
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0721
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04799
IRS990ScheduleD/ExpensesSubtotalAmt0904191
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0449826
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0IDA & AFI SAVINGS PROGRAM FUNDS
IRS990ScheduleD/RevenueSubtotalAmt01042844
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MESO IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATE LAW. ACCORDINGLY, NO PROVSION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2015. UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, AN ORGANIZATION MUST EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED "MORE LIKELY THAN NOT" TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT JUNE 30, 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04078
IRS990ScheduleD/TotalExpensesPerForm990Amt0904191
IRS990ScheduleD/TotalLiabilityAmt0449826
IRS990ScheduleD/TotalRevenuePerForm990Amt01042844
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01042844
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0904191
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0177499
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0BUSINESS DEVELOPMENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt053
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAMS: FACE: MESO'S FAMILY AND COMMUNITY EMPOWERMENT PROGRAM PROVIDES CULTURALLY SPECIFIC RESOURCES AND ENTREPRENEURIAL SERVICES TO ASIAN, LATINO AND AFRICAN-AMERICAN COHORTS. EDUCATE: PROVIDES OVER SEVENTY WORKSHOPS THAT DELIVER COMPREHENSIVE TRAININGS IN BUSINESS PLAN, FINANCIAL LITERACY, ASSET BUILDING, QUICKBOOKS, BRANDING, AND INDUSTRY SPECIFIC TRAINING. MARKETLINK: ONE-ON-ONE SERVICES ARE DESIGNED TO BE INDIVIDUALIZED BASED ON THE MICRO ENTREPRENEUR'S CURRENT NEEDS, FOCUSED ON BUILDING THE EXPERTISE OF THE BUSINESS OWNER AND THEIR BUSINESS' STANDING IN THE COMMUNITY. MARKETLINK ACHIEVES THESE GOALS BY CUSTOMIZING MARKET RESEARCH QUERIES TO THE BUSINESS OWNER, THEIR NEEDS AND LOCATION. TO THIS END, WE STRIVE TO BUILD STRONGER COMMUNITIES, AND PROMOTE EQUITY AND OPPORTUNITY. SINCE 2006, OVER 1239 REPORTS HAVE BEEN CREATED TO MEET ENTREPRENEURS' NEEDS, AND MESO RECEIVES APPROXIMATELY 20 INQUIRIES PER MONTH FOR MARKETLINK. WITH JPMORGAN CHASE & CO. SUPPORT, MARKETLINK WILL PROVIDE MICRO ENTREPRENEURS IN PORTLAND METRO ACCESS TO CUSTOMIZED MARKET RESEARCH TOOLS AND SERVICES THAT ENSURES THEIR BUSINESS PLANS, STRATEGIC GOALS, AND INDUSTRY INFORMATION IS STRONG. GENERAL PROGRAM OVERVIEW: MESO PROVIDES BUSINESS ASSISTANCE TO LOW-INCOME, MINORITY OWNED SMALL BUSINESSES. IN OUR TEM YEARS WE HAVE SUPPORTED OVER 3000 BUSINESSES WITH FINANCING, PLANNING AND MARKETING. MESO'S MISSION IS TO IMPROVE THE ECONOMIC OPPORTUNITIES OF UNDERSERVED INDIVIDUALS THROUGH EMPOWERMENT, EDUCATION AND ENTREPRENEURSHIP FOR THE BENEFIT OF FAMILIES IN THE GREATER COMMUNITY. AN EXPERIENCED AND DEDICATED STAFF PROVIDES A MINIMUM OF THREE YEARS OF SUPPORT RANGING FROM BUSINESS PLANNING, GOAL IMPLEMENTATION, MARKETING, CONSULTING AND FINANCING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAHENDRA SHAH NITA SHAH BOARD MEMBER EXEC DIR MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR AND INTERNAL ACCOUNTANT REVIEW THE 990. THE GOVERNING BODY IS PROVIDED WITH COPIES OF FORM 990 AND REVIEWS THIS DOCUMENT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SALARY OF THE EXECUTIVE DIRECTOR WAS DETERMINED AFTER REVIEW AND COMPARISON OF OTHER EXECUTIVE DIRECTORS AT SIMILAR ORGANIZATIONS AND WITH SIMILAR EXPERIENCE IN THIS FIELD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COMPENSATION OF ALL STAFF AND OFFICERS IS REVIEWED, DELIBERATED AND APPROVED BY THE BOARD OF DIRECTORS BASED ON FACTORS SUCH AS COMPARABILITY DATA OF OTHER, SIMILAR ORGANIZATIONS, SCOPE OF RESPONSIBILITIES, AND EXPERIENCE. NONE OF THE BOARD OR DIRECTORS RECEIVE COMPENSATION; ALL ARE VOLUNTEER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES COPIES OF GOVERNING, FISCAL AND TAX DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/StatesWhereCopyOfReturnIsFldCd0OR
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IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0904191
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01598944
IRS990/TotalLiabilitiesEOYAmt01830801
IRS990/TotalLiabilitiesGrp/BOYAmt01598944
IRS990/TotalLiabilitiesGrp/EOYAmt01830801
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0923220
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IRS990/TotalOtherProgSrvcExpenseAmt022705
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IRS990/TotalProgramServiceExpensesAmt0816656

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$5.87$10.4$7.79$9.52$1.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$3.96$12.5$14.1$14.1$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$4.22$12.5$9.36$7.44$1.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$5.17$10.6$30.5$26.0$4.52
2020Detailed filing. Detailed filing data is available for this year.$11.4$5.31$6.08$4.51$3.17$1.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.23$4.49$4.74$2.73$1.83$0.90
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.55$4.70$3.84$3.33$1.60$1.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$2.94$2.12$2.03$1.46$0.57
2016Detailed filing. Detailed filing data is available for this year.$4.04$2.49$1.55$1.77$1.28$0.49
2015Detailed filing. Detailed filing data is available for this year.$2.89$1.83$1.06$1.04$0.90$0.14
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$1.60$0.92$0.92$0.53$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.28$0.53$0.37
2012Summary only. Only limited summary data is available for this year.$0.71$0.30$0.41$0.35$0.24$0.11