Civic Intelligence

Sherwood Charter School

990 • Fiscal year 2022 • EIN 26-1915236

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 25, 2023

Organization ProfileWWW.SHERWOODCHARTERSCHOOL.ORG
PO Box 1342Sherwood, OR 97140

(503) 708-9687

Siviq Scores

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

Liabilities / Assets

95th percentile

1.17x

Higher debt load relative to assets than 95% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

1.02x

Higher debt load relative to revenue than 88% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

43rd percentile

3.5%

Higher net margin than 43% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

79th percentile

$127,689

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

24th percentile

-7.6%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

30th percentile

-7.4%

Faster revenue growth than 30% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$1,612,220

Down $132,163 (-7.6%) from 2021

Net Assets

Up

-$279,155

Up $64,074 (+19%) from 2021

Liabilities

Down

$1,891,375

Down $196,237 (-9.4%) from 2021

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin43rd percentile

Revenue

Down

$1,849,170

Down $148,125 (-7.4%) from 2021

Expenses

Down

$1,785,096

Down $43,769 (-2.4%) from 2021

Net Income

Down

$64,074

Down $104,356 (-62%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2012: $465,298Liabilities 2012: $174,201Net Assets 2012: $291,0972012Assets 2013: $433,778Liabilities 2013: $56,821Net Assets 2013: $376,9572013Assets 2014: $472,801Liabilities 2014: $87,529Net Assets 2014: $385,2722014Assets 2015: $699,273Liabilities 2015: $217,889Net Assets 2015: $481,3842015Assets 2017: $1,227,333Liabilities 2017: $1,212,213Net Assets 2017: $15,1202017Assets 2018: $1,220,006Liabilities 2018: $1,378,984Net Assets 2018: -$158,9782018Assets 2019: $1,448,894Liabilities 2019: $1,855,274Net Assets 2019: -$406,3802019Assets 2020: $1,559,075Liabilities 2020: $2,080,292Net Assets 2020: -$521,2172020Assets 2021: $1,744,383Liabilities 2021: $2,087,612Net Assets 2021: -$343,2292021Assets 2022: $1,612,220Liabilities 2022: $1,891,375Net Assets 2022: -$279,1552022Assets 2025: $2,083,428Liabilities 2025: $2,014,211Net Assets 2025: $69,2172025

Highlighted filing

2022

Assets$1,612,220
Liabilities$1,891,375
Net Assets-$279,155
Open 2022 Filing

Operations Trend

Revenue Growth30th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $877,8332012Expenses 2013: $906,8872013Revenue 2014: $1,175,604Expenses 2014: $1,167,289Net Income 2014: $8,3152014Revenue 2015: $1,335,479Expenses 2015: $1,000,139Net Income 2015: $335,3402015Revenue 2017: $1,258,143Expenses 2017: $1,355,795Net Income 2017: -$97,6522017Revenue 2018: $1,343,130Expenses 2018: $1,517,228Net Income 2018: -$174,0982018Revenue 2019: $1,419,265Expenses 2019: $1,666,667Net Income 2019: -$247,4022019Revenue 2020: $1,630,890Expenses 2020: $1,745,727Net Income 2020: -$114,8372020Revenue 2021: $1,997,295Expenses 2021: $1,828,865Net Income 2021: $168,4302021Revenue 2022: $1,849,170Expenses 2022: $1,785,096Net Income 2022: $64,0742022Revenue 2025: $2,394,984Expenses 2025: $2,312,769Net Income 2025: $82,2152025

Highlighted filing

2022

Revenue$1,849,170
Expenses$1,785,096
Net Income$64,074
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 25, 2023
Return Version
2021v4.2
Gross Receipts
$1,849,170
Mission and Program Overview

Mission

Scs is a k-8 school of choice, providing a rigorous academic experience through integrated curriculum and instruction with emphasis on practical application of what is learned.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$575,051$484,680▼ $90,371
Land, Buildings, and Equipment, Net$271,776$240,754▼ $31,022
Cash and Non-Interest-Bearing Accounts$155,991$166,387▲ $10,396
Accounts Receivable$21,948$73,494▲ $51,546
Prepaid Expenses and Deferred Charges$1,348$6,114▲ $4,766
Cap Stk Tr Prin Current Funds$-343,229$-279,155▲ $64,074
Total Assets$1,744,383$1,612,220▼ $132,163
Other Assets Total$718,269$640,791▼ $77,478
Liabilities
Other Liabilities$1,996,595$1,828,875▼ $167,720
Accounts Payable and Accrued Expenses$80,617$53,650▼ $26,967
Deferred Revenue$10,400$8,850▼ $1,550
Total Liabilities$2,087,612$1,891,375▼ $196,237
Net Assets / Fund Balance
Total Net Assets Fund Balance$-343,229$-279,155▲ $64,074
Total Liabilities and Net Assets / Fund Balance$1,744,383$1,612,220▼ $132,163

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$168,938$250,733$419,671
Equipment$71,816$150,754$222,570
Other Assets Org$18,834--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joy RaboliPrincipaldirectorFT$97,291$30,398$127,689

Board Members and Trustees

NameTitle
Joe WhiteheadChair
Karen SchraderVice-chair
Alison CrakerHr & Policy
Lindsay ChurellaSecretary
Kc ReaneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,846,702
Program Service Revenue
$720
Investment Income
$1,748
Other Revenue
$0
All Other Contributions
$76,159
Change in Net Assets
$64,074

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,849,170
Total Revenue per Audited Statements
$1,849,170
Total Revenue per Form 990
$1,849,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,271,203
Other Expenses$513,893
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$684,381$186,871-$871,252
Royalties-$198,310-$198,310
Current Officers, Directors, Trustees, and Key Employees-$132,399-$132,399
Pension Plan Contributions$84,847$11,916-$96,763
Other Employee Benefits$66,203$20,617-$86,820
Payroll Taxes$57,778$26,191-$83,969
Fees for Services Accounting-$60,742-$60,742
Depreciation Depletion-$42,486-$42,486
Advertising-$28,947-$28,947
Office Expenses-$17,586-$17,586
Insurance-$17,332-$17,332
Information Technology-$15,549-$15,549
All Other Expenses-$4,260-$4,260
Other Expenses$38,213$3,460-$3,460
Fees for Services Legal-$3,027-$3,027
Total Functional Expenses$977,213$807,883$0$1,785,096

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,785,096
Total Expenses per Audited Statements$1,785,096
Total Expenses per Form 990$1,785,096
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
Pension Related Deferrals - Pers$910,697
Net Pension Liability - Pers$893,871
Long Term Lease Liabilities$16,200
Current Lease Liabilities$4,186
Opeb Related Deferrals - Rhia$3,921
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 35% controlled entity
No
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

Committee meeting documentation Part VI line 8B

“The governing body did not delegate authority to act on its behalf to an executive committee or similar committee ay any time during the organizations tax year.”

Form 990 governing body review Part VI line 11

“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.”

CEO executive director top management comp Part VI line 15A

“The board of directors conducts a formal performance review of the school administrator using key metrics; the review is documented and communicated to the administrator in an executive board meeting. Based on the performance review, the budget, and comparative salary study, the board of directors will vote on the compensation for the school administrator.”

Other officer or key employee compensation Part VI line 15B

“The administrator conducts performance review of the staff members. The compensation for a staff member is determined based on review and the budget by the administrator and with the assistance from the treasurer who prepares the budget.”

Governing documents etc available to public Part VI line 19

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

Filing and Contact Details

Filer

Filer Name
Sherwood Charter School
EIN
26-1915236
Address
PO BOX 1342, SHERWOOD, OR 97140

Signing Officer

Name
Kc Reaney
Title
Treasurer
Phone
5039258007
Signed
2023-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joy Raboli
Formed
2002
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
22
Volunteers
30

Preparer

Firm
Pauly Rogers and Co Pc
Address
12700 SW 72ND AVE, Tigard, OR 97223
Preparer
Roy R Rogers
Phone
5036202632
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0150754
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1604838
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt24946
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt318834
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NET OPEB - RHIA ASSET
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OPEB RELATED DEFERRALS - RHIA
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3LEASED ASSETS NET OF AMORTIZATION
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1910697
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23921
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt34186
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt416200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET PENSION LIABILITY - PERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PENSION RELATED DEFERRALS - PERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OPEB RELATED DEFERRALS - RHIA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CURRENT LEASE LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4LONG TERM LEASE LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt01849170
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0240754
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0640791
IRS990ScheduleD/TotalExpensesPerForm990Amt01785096
IRS990ScheduleD/TotalLiabilityAmt01828875
IRS990ScheduleD/TotalRevenuePerForm990Amt01849170
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01785096
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IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL RECEIVED ASSISTANCE FROM THE STATE DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1SHERWOOD CHARTER SCHOOL INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARDS STUDENTS IN ALL DOCUMENTED AND CIRCULATED SOLICITATIONS FOR REGISTRATION. IN ADDITION, DUE TO THE SIZE OF THE SCHOOL, ITS GEOGRAPHIC LOCATION, AND THE COMMUNITY IT SERVES, THE NON-DISCRIMINATION POLICY AND RACIAL COMPOSITION OF THE STUDENT BODY IS WELL-KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Governmental Agency Financial Aid (Questions 6a and 6b)
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of nondiscriminatory policy (Question 3)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY DID NOT DELEGATE AUTHORITY TO ACT ON ITS BEHALF TO AN EXECUTIVE COMMITTEE OR SIMILAR COMMITTEE AY ANY TIME DURING THE ORGANIZATIONS TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS CONDUCTS A FORMAL PERFORMANCE REVIEW OF THE SCHOOL ADMINISTRATOR USING KEY METRICS; THE REVIEW IS DOCUMENTED AND COMMUNICATED TO THE ADMINISTRATOR IN AN EXECUTIVE BOARD MEETING. BASED ON THE PERFORMANCE REVIEW, THE BUDGET, AND COMPARATIVE SALARY STUDY, THE BOARD OF DIRECTORS WILL VOTE ON THE COMPENSATION FOR THE SCHOOL ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ADMINISTRATOR CONDUCTS PERFORMANCE REVIEW OF THE STAFF MEMBERS. THE COMPENSATION FOR A STAFF MEMBER IS DETERMINED BASED ON REVIEW AND THE BUDGET BY THE ADMINISTRATOR AND WITH THE ASSISTANCE FROM THE TREASURER WHO PREPARES THE BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE GENERALLY NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0977213
IRS990/TotalFunctionalExpensesGrp/TotalAmt01785096
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02087612
IRS990/TotalLiabilitiesEOYAmt01891375
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IRS990/TotalLiabilitiesGrp/EOYAmt01891375
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-279155
IRS990/TotalOtherCompensationAmt030398
IRS990/TotalProgramServiceExpensesAmt0977213
IRS990/TotalProgramServiceRevenueAmt0720
IRS990/TotalReportableCompFromOrgAmt097291
IRS990/TotalRevenueGrp/ExclusionAmt01748
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0720
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01849170
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01744383
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IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SHERWOODCHARTERSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0true
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05036202632
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY R ROGERS
ReturnHeader/ReturnTs02023-02-22T17:00:51-05:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,612,220
Liabilities
$1,891,375
Net assets
-$279,155
Revenue
$1,849,170
Expenses
$1,785,096
Net income
$64,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$2.01$0.07$2.39$2.31$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.61$1.89$0.28$1.85$1.79$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$2.09$0.34$2.00$1.83$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$2.08$0.52$1.63$1.75$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$1.86$0.41$1.42$1.67$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$1.38$0.16$1.34$1.52$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$1.21$0.02$1.26$1.36$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.22$0.48$1.34$1.00$0.34
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.09$0.39$1.18$1.17$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.06$0.38$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.17$0.29$0.88