Civic Intelligence

Metropolitan Contractor Improvement Partnership

990 • Fiscal year 2016 • EIN 26-2795064

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 24, 2017

2808 NE MLK Jr BlvdPortland, OR 97211

(503) 288-1211

Siviq Scores

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

Liabilities / Assets

77th percentile

0.10x

Higher debt load relative to assets than 77% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

75th percentile

18%

Higher net margin than 75% 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

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

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

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

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

Assets

Up

$252,356

Up $57,235 (+29%) from 2015

Net Assets

Up

$227,647

Up $70,369 (+45%) from 2015

Liabilities

Down

$24,709

Down $13,134 (-35%) from 2015

Revenue

Up

$382,373

Up $39,421 (+11%) from 2015

Expenses

Up

$311,923

Up $31,988 (+11%) from 2015

Net Income

Up

$70,450

Up $7,433 (+12%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $91,970Liabilities 2011: $13,096Net Assets 2011: $78,8742011Assets 2012: $133,443Liabilities 2012: $11,680Net Assets 2012: $121,7632012Assets 2013: $133,568Liabilities 2013: $17,607Net Assets 2013: $115,9612013Assets 2014: $96,024Liabilities 2014: $1,763Net Assets 2014: $94,2612014Assets 2015: $195,121Liabilities 2015: $37,843Net Assets 2015: $157,2782015Assets 2016: $252,356Liabilities 2016: $24,709Net Assets 2016: $227,6472016Assets 2017: $359,355Liabilities 2017: $120,031Net Assets 2017: $239,3242017Assets 2018: $369,203Liabilities 2018: $58,148Net Assets 2018: $311,0552018Assets 2019: $221,871Liabilities 2019: $19,214Net Assets 2019: $202,6572019Assets 2020: $128,884Liabilities 2020: $21,828Net Assets 2020: $107,0562020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2016

Assets$252,356
Liabilities$24,709
Net Assets$227,647

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $169,4952011Expenses 2012: $265,2142012Expenses 2013: $286,3692013Revenue 2014: $213,916Expenses 2014: $235,616Net Income 2014: -$21,7002014Revenue 2015: $342,952Expenses 2015: $279,935Net Income 2015: $63,0172015Revenue 2016: $382,373Expenses 2016: $311,923Net Income 2016: $70,4502016Revenue 2017: $667,930Expenses 2017: $656,253Net Income 2017: $11,6772017Revenue 2018: $1,088,083Expenses 2018: $1,016,352Net Income 2018: $71,7312018Revenue 2019: $425,386Expenses 2019: $533,784Net Income 2019: -$108,3982019Revenue 2020: $51,490Expenses 2020: $147,091Net Income 2020: -$95,6012020Revenue 2021: -$11,365Expenses 2021: $55,520Net Income 2021: -$66,8852021

Highlighted filing

2016

Revenue$382,373
Expenses$311,923
Net Income$70,450
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 24, 2017
Return Version
2015v3.0
Gross Receipts
$382,373
Mission and Program Overview

Mission

Metropolitan contractor improvement partnership (mcip) is a business support and training organization for viable minority and disadvantaged businesses (mbe/dbe). Mcip coaches firms to increase their profitability and net worth by improving their business management systems. Our program values are equity, reduction of barriers, education, increased capacity and return on investment for our clients and partners.

Metropolitan Contractor Improvement Partnership (MCIP) is a business support and training organization for viable minority and disadvantaged businesses (MBE/DBE). MCIP coaches firms to increase their profitability and net worth by improving their business management systems. Our program values are equity, reduction of barriers, education, increased capacity, and return on investments for our clients and partners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$126,476$143,481▲ $17,005
Accounts Receivable$56,945$50,668▼ $6,277
Pledges and Grants Receivable-$37,500-
Savings and Temporary Cash Investments$5,758$13,044▲ $7,286
Prepaid Expenses and Deferred Charges$3,588$3,680▲ $92
Land, Buildings, and Equipment, Net$1,354$2,983▲ $1,629
Other Notes and Loans Receivable, Net-$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$195,121$252,356▲ $57,235
Other Assets Total$1,000$1,000→ $0
Liabilities
Deferred Revenue$25,000--
Accounts Payable and Accrued Expenses$11,184$23,742▲ $12,558
Other Liabilities$1,659$967▼ $692
Total Liabilities$37,843$24,709▼ $13,134
Net Assets / Fund Balance
Unrestricted Net Assets$157,278$227,647▲ $70,369
Total Net Assets Fund Balance$157,278$227,647▲ $70,369
Total Liabilities and Net Assets / Fund Balance$195,121$252,356▲ $57,235

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,983$2,013$4,996
Compensation and Service Providers

Board Members and Trustees

NameTitle
Erik EsparzaPresident
John JackleyVice President
Bruce WattsTrustee
Chris HartsonTrustee
Mary BradshawTrustee
Nate McCoyTrustee
Margaret MahoneySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$100,198
Program Service Revenue
$255,258
Investment Income
$25
Other Revenue
$26,892
All Other Contributions
$80,540
Change in Net Assets
$70,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$196,307
Other Expenses$115,616
Total Fundraising Expense$23,461
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$67,051$25,144$931$93,126
Current Officers, Directors, Trustees, and Key Employees$40,631$21,097$16,409$78,137
Fees for Services Other$31,027$6,587$3,293$40,907
Fees for Services Accounting$5,317$12,406-$17,723
Payroll Taxes$10,698$4,513$1,505$16,716
Occupancy$13,525$2,577-$16,102
All Other Expenses$3,430$1,760$478$5,668
Other Employee Benefits$2,508$2,355$257$5,120
Other Expenses$2,809$900$200$3,909
Insurance$1,516$1,852-$3,368
Pension Plan Contributions$1,829$1,091$288$3,208
Information Technology-$1,759-$1,759
Travel$1,685--$1,685
Office Expenses$500$105$100$705
Depreciation Depletion-$652-$652
Advertising$628--$628
Total Functional Expenses$199,881$88,581$23,461$311,923
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
Insider Transactions and Loans

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
Payroll Tax Liability$967
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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

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

Officers and directors review Form 990 before filing final return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Directors and members of the board must be in compliance with the conflict of interest policy and report any potential conflicts.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Wages for the Executive Director is reviewed and based on recommendations and current salary rates for comparable positions within the industries in the area.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Wages for key employees are reviewed and based on recommendations and current salary rates for comparable positions within the industries in the area.

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

Governing documents are available upon request and other information is available with the local Department of Justice.

Filing and Contact Details

Filer

Filer Name
Metropolitan Contractor Improvement
EIN
26-2795064
Phone
5032881211
Address
2808 NE MLK Jr Blvd, Portland, OR 97211

Signing Officer

Name
Erik Esparza
Title
President
Signed
2017-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erik Esparza
Formed
2008
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
5

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 Changes In Net Assets Or Fund Balances - Other Decreases

= -$81

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IRS990/OtherLiabilitiesGrp/BOYAmt01659
IRS990/OtherLiabilitiesGrp/EOYAmt0967
IRS990/OtherRevenueMiscGrp/Desc0Events
IRS990/OtherRevenueMiscGrp/Desc1Fees
IRS990/OtherRevenueMiscGrp/Desc2Refunds
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt026300
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt147
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2545
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026300
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt147
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2545
IRS990/OtherRevenueTotalAmt026892
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0931
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025144
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt067051
IRS990/OtherSalariesAndWagesGrp/TotalAmt093126
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt01505
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04513
IRS990/PayrollTaxesGrp/ProgramServicesAmt010698
IRS990/PayrollTaxesGrp/TotalAmt016716
IRS990/PensionPlanContributionsGrp/FundraisingAmt0288
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01091
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01829
IRS990/PensionPlanContributionsGrp/TotalAmt03208
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt037500
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03588
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03680
IRS990/PrincipalOfficerNm0Erik Esparza
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Contracts
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0255258
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0255258
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt092575
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt087269
IRS990/PYOtherRevenueAmt018944
IRS990/PYProgramServiceRevenueAmt0231419
IRS990/PYRevenuesLessExpensesAmt063017
IRS990/PYSalariesCompEmpBnftPaidAmt0192666
IRS990/PYTotalExpensesAmt0279935
IRS990/PYTotalRevenueAmt0342952
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt070450
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05758
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0100198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt092575
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048252
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt038163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0285648
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt050
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0282175
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt0285648
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0100198
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt092575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048252
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt038163
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06460
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0285648
IRS990ScheduleA/TotalSupportAmt0285698
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleD/EquipmentGrp/BookValueAmt02983
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02013
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04996
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0967
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Tax Liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02983
IRS990ScheduleD/TotalLiabilityAmt0967
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Officers and directors review Form 990 before filing final return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Directors and members of the board must be in compliance with the conflict of interest policy and report any potential conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Wages for the Executive Director is reviewed and based on recommendations and current salary rates for comparable positions within the industries in the area.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Wages for key employees are reviewed and based on recommendations and current salary rates for comparable positions within the industries in the area.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Governing documents are available upon request and other information is available with the local Department of Justice.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5= -$81
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0195121
IRS990/TotalAssetsEOYAmt0252356
IRS990/TotalAssetsGrp/BOYAmt0195121
IRS990/TotalAssetsGrp/EOYAmt0252356
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0100198
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt023461
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088581
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0199881
IRS990/TotalFunctionalExpensesGrp/TotalAmt0311923
IRS990/TotalGrossUBIAmt00

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