Civic Intelligence

Historic Alberta House

990 • Fiscal year 2020 • EIN 27-0568541

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 02, 2020

5131 NE 23rd AvePortland, OR 97211

(503) 307-9599

Siviq Scores

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

Liabilities / Assets

94th percentile

1.03x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

98th percentile

7.80x

Higher debt load relative to revenue than 98% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

7th percentile

-56%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

21st percentile

-3.9%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$760,600

Down $30,489 (-3.9%) from 2019

Net Assets

Down

-$22,800

Down $59,144 (-163%) from 2019

Liabilities

Up

$783,400

Up $28,655 (+3.8%) from 2019

Revenue

Down

$100,428

Down $87,279 (-46%) from 2019

Expenses

Down

$156,812

Down $68,472 (-30%) from 2019

Net Income

Down

-$56,384

Down $18,807 (-50%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2012: $44,465Liabilities 2012: $0Net Assets 2012: $44,4652012Assets 2013: $442,974Liabilities 2013: $402,702Net Assets 2013: $40,2722013Assets 2014: $773,528Liabilities 2014: $664,026Net Assets 2014: $109,5022014Assets 2015: $835,659Liabilities 2015: $746,708Net Assets 2015: $88,9512015Assets 2016: $827,991Liabilities 2016: $754,650Net Assets 2016: $73,3412016Assets 2017: $801,258Liabilities 2017: $755,139Net Assets 2017: $46,1192017Assets 2018: $821,341Liabilities 2018: $746,623Net Assets 2018: $74,7182018Assets 2019: $791,089Liabilities 2019: $754,745Net Assets 2019: $36,3442019Assets 2020: $760,600Liabilities 2020: $783,400Net Assets 2020: -$22,8002020Assets 2021: $727,656Liabilities 2021: $770,360Net Assets 2021: -$42,7042021Assets 2022: $754,073Liabilities 2022: $772,972Net Assets 2022: -$18,8992022Assets 2023: $694,199Liabilities 2023: $776,356Net Assets 2023: -$82,1572023

Highlighted filing

2020

Assets$760,600
Liabilities$783,400
Net Assets-$22,800

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $73,034Expenses 2012: $33,872Net Income 2012: $39,1622012Revenue 2013: $61,398Expenses 2013: $65,591Net Income 2013: -$4,1932013Revenue 2014: $147,416Expenses 2014: $78,186Net Income 2014: $69,2302014Revenue 2015: $110,239Expenses 2015: $130,790Net Income 2015: -$20,5512015Revenue 2016: $160,304Expenses 2016: $175,914Net Income 2016: -$15,6102016Revenue 2017: $148,229Expenses 2017: $175,451Net Income 2017: -$27,2222017Revenue 2018: $199,762Expenses 2018: $171,163Net Income 2018: $28,5992018Revenue 2019: $187,707Expenses 2019: $225,284Net Income 2019: -$37,5772019Revenue 2020: $100,428Expenses 2020: $156,812Net Income 2020: -$56,3842020Revenue 2021: $69,156Expenses 2021: $89,060Net Income 2021: -$19,9042021Revenue 2022: $293,270Expenses 2022: $269,465Net Income 2022: $23,8052022Revenue 2023: $233,601Expenses 2023: $296,859Net Income 2023: -$63,2582023

Highlighted filing

2020

Revenue$100,428
Expenses$156,812
Net Income-$56,384
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 2, 2020
Return Version
2020v4.1
Gross Receipts
$100,428
Mission and Program Overview

Mission

To promote community, arts, education and ceremony

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$763,209$743,272▼ $19,937
Cash and Non-Interest-Bearing Accounts$26,094$16,936▼ $9,158
Savings and Temporary Cash Investments$247$344▲ $97
Prepaid Expenses and Deferred Charges$1,539$48▼ $1,491
Total Assets$791,089$760,600▼ $30,489
Liabilities
Mortgage Notes Payable Secured by Investment Property$745,000$745,000→ $0
Other Liabilities-$23,400-
Unsecured Notes Loans Payable$9,117$15,000▲ $5,883
Accounts Payable and Accrued Expenses$628--
Total Liabilities$754,745$783,400▲ $28,655
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,344$-22,800▼ $59,144
Total Net Assets Fund Balance$36,344$-22,800▼ $59,144
Total Liabilities and Net Assets / Fund Balance$791,089$760,600▼ $30,489

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$483,404$89,907$573,311
Land$239,800-$239,800
Other Land Buildings$14,578$15,159$29,737
Equipment$5,490$13,873$19,363
Compensation and Service Providers

Board Members and Trustees

NameTitle
William PattonBoard Chair and President
Keith PittBoard Member
Cheryl BalkenholBoard Treasurer
Paul K WardBoardmember
Billie EidsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$93,471
Program Service Revenue
$6,957
Investment Income
$0
Other Revenue
$0
All Other Contributions
$65,971
Change in Net Assets
$-56,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,982
Salaries, Compensation, and Employee Benefits$59,830
Total Fundraising Expense$4,717
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$45,668--$45,668
Depreciation Depletion$19,937--$19,937
Payroll Taxes$14,162--$14,162
Insurance$6,218$674-$6,892
Information Technology$5,414$677$677$6,768
Advertising$4,663--$4,663
Other Expenses$1,660$208$207$2,075
All Other Expenses$1,752$154$155$2,061
Fees for Services Accounting$920$550-$1,470
Fees for Services Other$1,117--$1,117
Office Expenses$547$69$68$684
Interest$572--$572
Total Functional Expenses$146,153$5,942$4,717$156,812
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
PPP Loan Payable$23,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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 governing body review Part VI line 11

A completed copy of the 990 will be emailed to all board members for review before filing.

Conflict of interest policy compliance Part VI line 12C

The concflict of interest policy is described in detail in Cerimons handbook

CEO executive director top management comp Part VI line 15A

The cerimon house board of directors conducts a performance review and votes and approves the compensation package for the executive director

Other officer or key employee compensation Part VI line 15B

The compensation of the Executive Director/Founder is reviewed by the board

Governing documents etc available to public Part VI line 19

The governing documents are made available to the public upon request

Filing and Contact Details

Filer

Filer Name
Cerimon House
EIN
27-0568541
Address
5131 NE 23RD AVE, Portland, OR 97211

Signing Officer

Name
William Patton
Title
Officer
Phone
5033079599
Signed
2020-07-02
Discuss with paid preparer
No

Organization Details

Formed
2009
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
6
Volunteers
30

Preparer

Firm
On-Time Accounting LLC
Address
4905 SW Griffith Drive Ste 108, Beaverton, OR 97005
Preparer
Andrea Korsen
Phone
5037138902
Supplemental Narrative

Additional Explanations

Part III response or note to any other line in Part III

Statement of Program Service AccomplishmentsContinued for Part III, Line 4c:Rip City...Rise Up Event: A free 45-minute live stream event September 23,2020 featuring author, speaker,instigator and Cerimon House neighbor,Kevin Carroll,encouraging the Portland Community and Beyond to Rise Up with Curiosity,Creativity and Celebration. Approximately 22 minutes of inspirational content,professionally surrounded by live DJ music (DJ Black Daria), pre-recorded hosting by Billie Eidson, and professionally produced PSAs for both Cerimon House and the Boys & Girls Clubs of Portland Metro,for which the event raised $631 in donations. Free advertising of the event and interviews with KC on local radio/news programs including KXL garnered 660,000 impressions and over 2,000 views on Facebook. Part III, Line 4b: Duos Concert Series: with serious limitations on the number of people allowed in our building, we innovated to create a live stream concert series by a pair (duo) of musicians or singers during the summer and fall of 2020. There were 4 concerts featuring 8 different musicians that provided local musicians the opportunity to play in front of a virtual but live audience, earn money through door receipts and donations, and continue to earn income on the post-produced concert videos available for download at Cerimon Houses website. Hundreds if not thousands of people have engaged with the content virtually. Part III, Line 4a Get Out While You Can live jazz concert weekend at Methven Family Vineryards in Dundee on October 17 and 18. Saturday featured regional favorite, vocalist Shelly Rudolph, performing her popular act and some originals with her frequent partner in music, the legendary Tom Grant on piano. When the sun goes down, the venue welcomes versatile and highly-respected saxophonist Devin Phillips, who has been intensely popular since his arrival on the Portland scene from native New Orleans after Hurricane Katrina. Sunday, Ms. Rudolph, who served as the weekends anchor personality and talent, joined Tim Gilson, bass, and George Mitchell, piano. Capping off the weekend is national treasure, drummer Mel Brown, with his longtime keyboard and organist, Louis Pain, with The Mel Brown B-3 Organ Group. Joining them are the gifted saxophonist Renato Caranto and guitarist Dan Balmer. Approximately 150 people attended over the course of the weekend. The event drew considerable local attention by having a full segment preview and interview featured on KGW TVs primetime evening newscast.

Raw XML Appendix394 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETED COPY OF THE 990 WILL BE EMAILED TO ALL BOARD MEMBERS FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The concflict of interest policy is described in detail in Cerimons handbook
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CERIMON HOUSE BOARD OF DIRECTORS CONDUCTS A PERFORMANCE REVIEW AND VOTES AND APPROVES THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The compensation of the Executive Director/Founder is reviewed by the board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Statement of Program Service AccomplishmentsContinued for Part III, Line 4c:Rip City...Rise Up Event: A free 45-minute live stream event September 23,2020 featuring author, speaker,instigator and Cerimon House neighbor,Kevin Carroll,encouraging the Portland Community and Beyond to Rise Up with Curiosity,Creativity and Celebration. Approximately 22 minutes of inspirational content,professionally surrounded by live DJ music (DJ Black Daria), pre-recorded hosting by Billie Eidson, and professionally produced PSAs for both Cerimon House and the Boys & Girls Clubs of Portland Metro,for which the event raised $631 in donations. Free advertising of the event and interviews with KC on local radio/news programs including KXL garnered 660,000 impressions and over 2,000 views on Facebook. Part III, Line 4b: Duos Concert Series: with serious limitations on the number of people allowed in our building, we innovated to create a live stream concert series by a pair (duo) of musicians or singers during the summer and fall of 2020. There were 4 concerts featuring 8 different musicians that provided local musicians the opportunity to play in front of a virtual but live audience, earn money through door receipts and donations, and continue to earn income on the post-produced concert videos available for download at Cerimon Houses website. Hundreds if not thousands of people have engaged with the content virtually. Part III, Line 4a Get Out While You Can live jazz concert weekend at Methven Family Vineryards in Dundee on October 17 and 18. Saturday featured regional favorite, vocalist Shelly Rudolph, performing her popular act and some originals with her frequent partner in music, the legendary Tom Grant on piano. When the sun goes down, the venue welcomes versatile and highly-respected saxophonist Devin Phillips, who has been intensely popular since his arrival on the Portland scene from native New Orleans after Hurricane Katrina. Sunday, Ms. Rudolph, who served as the weekends anchor personality and talent, joined Tim Gilson, bass, and George Mitchell, piano. Capping off the weekend is national treasure, drummer Mel Brown, with his longtime keyboard and organist, Louis Pain, with The Mel Brown B-3 Organ Group. Joining them are the gifted saxophonist Renato Caranto and guitarist Dan Balmer. Approximately 150 people attended over the course of the weekend. The event drew considerable local attention by having a full segment preview and interview featured on KGW TVs primetime evening newscast.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part III response or note to any other line in Part III
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.94$7.76$0.82$2.34$2.97$0.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.54$7.73$0.19$2.93$2.69$0.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.28$7.70$0.43$0.69$0.89$0.20
2020Detailed filing. Detailed filing data is available for this year.$7.61$7.83$0.23$1.00$1.57$0.56
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.91$7.55$0.36$1.88$2.25$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.21$7.47$0.75$2.00$1.71$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.01$7.55$0.46$1.48$1.75$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.28$7.55$0.73$1.60$1.76$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.36$7.47$0.89$1.10$1.31$0.21
2014Detailed filing. Detailed filing data is available for this year.$7.74$6.64$1.10$1.47$0.78$0.69
2013Detailed filing. Detailed filing data is available for this year.$4.43$4.03$0.40$0.61$0.66$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.73$0.34$0.39