Civic Intelligence

Business Diversity Institute

990EZ • Fiscal year 2016 • EIN 20-4720946

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 26, 2017

1631 NE Broadway PMB 714Portland, OR 97232

(503) 205-8125

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

60th percentile

7.6%

Higher net margin than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

0.7%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$25,842

Up $4,135 (+19%) from 2015

Net Assets

Up

$25,842

Up $4,135 (+19%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$54,115

Up $375 (+0.7%) from 2015

Expenses

Up

$49,980

Up $9,577 (+24%) from 2015

Net Income

Down

$4,135

Down $9,202 (-69%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $1,514Liabilities 2011: $02011Assets 2012: $19,324Liabilities 2012: $02012Assets 2013: $12,241Net Assets 2013: $12,2412013Assets 2014: $8,370Net Assets 2014: $8,3702014Assets 2015: $21,707Net Assets 2015: $21,7072015Assets 2016: $25,842Net Assets 2016: $25,8422016Assets 2017: $44,343Net Assets 2017: $44,3432017Assets 2018: $51,413Liabilities 2018: $318Net Assets 2018: $51,0952018Assets 2019: $66,746Liabilities 2019: $402Net Assets 2019: $66,3442019Assets 2020: $96,162Net Assets 2020: $96,1622020Assets 2021: $105,472Net Assets 2021: $105,4722021Assets 2022: $127,829Net Assets 2022: $127,8292022Assets 2023: $113,742Liabilities 2023: $02023Assets 2024: $59,599Net Assets 2024: $59,5992024

Highlighted filing

2016

Assets$25,842
Liabilities-
Net Assets$25,842

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $84,590Expenses 2011: $113,778Net Income 2011: -$29,1882011Revenue 2012: $89,944Expenses 2012: $72,134Net Income 2012: $17,8102012Revenue 2013: $33,884Expenses 2013: $40,967Net Income 2013: -$7,0832013Revenue 2014: $41,481Expenses 2014: $45,352Net Income 2014: -$3,8712014Revenue 2015: $53,740Expenses 2015: $40,403Net Income 2015: $13,3372015Revenue 2016: $54,115Expenses 2016: $49,980Net Income 2016: $4,1352016Revenue 2017: $62,827Expenses 2017: $44,326Net Income 2017: $18,5012017Revenue 2018: $52,665Expenses 2018: $45,913Net Income 2018: $6,7522018Revenue 2019: $64,031Expenses 2019: $48,782Net Income 2019: $15,2492019Revenue 2020: $49,196Expenses 2020: $19,378Net Income 2020: $29,8182020Revenue 2021: $59,228Expenses 2021: $49,918Net Income 2021: $9,3102021Revenue 2022: $111,981Expenses 2022: $89,624Net Income 2022: $22,3572022Revenue 2023: $130,572Expenses 2023: $144,659Net Income 2023: -$14,0872023Revenue 2024: $169,485Expenses 2024: $223,828Net Income 2024: -$54,3432024

Highlighted filing

2016

Revenue$54,115
Expenses$49,980
Net Income$4,135
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 26, 2017
Return Version
2016v3.0
Gross Receipts
$54,115
Mission and Program Overview

Mission

To support the growth and success of regional minority-owned and woman-owned businesses through: 1 Education and training 2 Outreach, tools and resources and 3 Promoting collaboration of public/private organizations in these efforts.

Business Diversity Institute is a partnership of private sector, federal, state, local and regional governments in Oregon and SW Washington that strives to enhance opportunities for small minority owned businesses to earn contracts on public and private sector projects.

Program Services

DescriptionGrantsExpenses
MED Week - The Minority Enterprise Development MED Week workshop training is specifically designed to provide high-value and cutting edge information to small businesses, public sector and private industry diversity practitioners.$33,862-
Breakthrough Breakfast - Monthly Breakthrough Breakfast training specifically designed to provide high-value information to small businesses, public sector and private industry diversity practitioners.--
Diversity Practitioner - The program brings together professional diversity practitioners from public and private organizations with the purpose of furthering diversity education, providing a platform for deliberations on the most challenging issues, influencing policy, learning best practices, and collaborating on methods to solve issues faced by DMWESBs.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charissa RotramelChairmanPT$0--
Lee FlemingVice President-$0--
Andrea GreshTreasurer-$0--
Eloisa MillerSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Business Diversity Institute
EIN
20-4720946
Phone
5032058125
Address
1631 NE Broadway PMB 714, Portland, OR 97232

Signing Officer

Name
Charissa Rotramel
Title
Chairman
Signed
2017-02-26
Discuss with paid preparer
Yes

Preparer

Firm
The Tax Techs LLC
Address
650 NE Holladay Suite 1600, Portland, OR 97232
Preparer
Charlene Mashia
Phone
5032785388
Supplemental Narrative

Additional Explanations

Other Revenue.1

Retribution Payments $1855

Other Expenses.1001

Advertising and Promotion $10069

Other Expenses.1002

Office Expenses $360

Other Expenses.1

Program Expenses $33862

Other Expenses.2

Miscellaneous Expense $1115

Other Expenses.3

Dues & Subscriptions $633

Other Expenses.4

Bank Charges $508

Other Expenses.5

Meetings $261

Other Expenses.6

Meals & Entertainment $200

Other Expenses.7

Taxes & Licenses $45

Raw XML Appendix171 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.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt089944
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0271309
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Retribution Payments $1855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $10069
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $360
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Expenses $33862
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous Expense $1115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues & Subscriptions $633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank Charges $508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Meetings $261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Meals & Entertainment $200
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charissa Rotramel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
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ReturnHeader/Filer/EIN0204720946
ReturnHeader/Filer/PhoneNum05032058125
ReturnHeader/Filer/USAddress/AddressLine1Txt01631 NE Broadway PMB 714
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 NE Holladay Suite 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097232
ReturnHeader/PreparerPersonGrp/PhoneNum05032785388
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charlene Mashia
ReturnHeader/ReturnTs02017-02-26T14:28:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.60$1.69$2.24$0.54
2023Summary only. Only limited summary data is available for this year.$1.14$0.00$1.31$1.45$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$1.28$1.12$0.90$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$1.05$0.59$0.50$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.49$0.19$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.66$0.64$0.49$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.53$0.46$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.63$0.44$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.54$0.50$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.54$0.40$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.41$0.45$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.34$0.41$0.07
2012Summary only. Only limited summary data is available for this year.$0.19$0.00$0.90$0.72$0.18
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.85$1.14$0.29