Civic Intelligence

Historic Alberta House

990 • Fiscal year 2022 • EIN 27-0568541

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 22, 2023

Organization Profilewww.albertahouse.org
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

95th percentile

1.03x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

95th percentile

2.64x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

53rd percentile

8.1%

Higher net margin than 53% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$64,137

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 21.9% of source-year revenue.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

54th percentile

3.6%

Faster asset growth than 54% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

324%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$754,073

Up $26,417 (+3.6%) from 2021

Net Assets

Up

-$18,899

Up $23,805 (+56%) from 2021

Liabilities

Up

$772,972

Up $2,612 (+0.3%) from 2021

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin53rd percentile

Revenue

Up

$293,270

Up $224,114 (+324%) from 2021

Expenses

Up

$269,465

Up $180,405 (+203%) from 2021

Net Income

Up

$23,805

Up $43,709 (+220%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2022

Assets$754,073
Liabilities$772,972
Net Assets-$18,899
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

2022

Revenue$293,270
Expenses$269,465
Net Income$23,805
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 22, 2023
Return Version
2022v5.0
Gross Receipts
$293,270
Mission and Program Overview

Mission

To promote community, arts, education and ceremony

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$723,805$706,759▼ $17,046
Cash and Non-Interest-Bearing Accounts$3,168$47,052▲ $43,884
Prepaid Expenses and Deferred Charges$542--
Savings and Temporary Cash Investments$141$223▲ $82
Total Assets$727,656$754,073▲ $26,417
Other Assets Total-$39-
Liabilities
Mortgage Notes Payable Secured by Investment Property$745,000$745,000→ $0
Unsecured Notes Loans Payable$15,577$14,908▼ $669
Accounts Payable and Accrued Expenses$8,783$13,064▲ $4,281
Other Liabilities$1,000--
Total Liabilities$770,360$772,972▲ $2,612
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-42,704$-18,899▲ $23,805
Total Net Assets Fund Balance$-42,704$-18,899▲ $23,805
Total Liabilities and Net Assets / Fund Balance$727,656$754,073▲ $26,417

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$454,006$119,305$573,311
Land$239,800-$239,800
Other Land Buildings$9,676$20,061$29,737
Equipment$3,277$17,904$21,181
Other Assets Org$39--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Vin ShambryBoard MemberFT$64,137$64,137

Board Members and Trustees

NameTitle
Pancho SaveryBoard Chair
Keith PittBoard Member
Will PattonBoard Member
Cheryl BalkenholBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$207,192
Program Service Revenue
$86,078
Investment Income
$0
Other Revenue
$0
All Other Contributions
$196,192
Change in Net Assets
$23,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,549
Salaries, Compensation, and Employee Benefits$123,916
Total Fundraising Expense$5,075
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$113,648--$113,648
Fees for Services Other$50,074--$50,074
Depreciation Depletion$18,864--$18,864
Payroll Taxes$10,268--$10,268
Insurance$7,393$674-$8,067
All Other Expenses$3,681$427$427$4,535
Advertising$2,458--$2,458
Fees for Services Accounting$1,782$630-$2,412
Office Expenses$1,712$213$213$2,138
Other Expenses$1,444$180$181$1,805
Interest$1,226--$1,226
Occupancy$750--$750
Information Technology$319$40$40$399
Total Functional Expenses$258,012$6,378$5,075$269,465
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
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
No
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

“Upon completion of Form 990 by the Tax Accountant, the Treasurer completes a review and reconciles it to the approved financial statements. Any discrepancies are resolved. The completed Form 990 is sent to the entire governing body for review in advance of the next scheduled board meeting. The Treasurer will respond to any questions board members have regarding the Form 990 and if there are no follow up items, recommend the Form 990 be signed and filed electronically.”

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 board conducted their own review before hiring the Artistic 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

“All governing documents, our conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Historic Alberta House
EIN
27-0568541
Address
5131 NE 23rd Ave, Portland, OR 97211

Signing Officer

Name
Cheryl Balkenhol
Title
Treasurer
Phone
5033079599
Signed
2023-06-22
Discuss with paid preparer
No

Organization Details

Formed
2009
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
4
Employees
3
Volunteers
1

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

List of other fees for services expenses Part IX line 11G

“Fee for services:Website: $12,500Social Media Advertising: $10,250Office Support: $7,119Event Professional Fees: $8,600Project Fees: $11,605”

Raw XML Appendix393 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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IRS990/ProgSrvcAccomActy3Grp/Desc0In August of 2022, Renegade Opera performed a world premiere of an all-female adaptation of the opera Tito in our space. Alberta House was thrilled to help the mission of making Oprea more acceptable to a modern audience. This was our first full production in the space since March of 2022.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Upon completion of Form 990 by the Tax Accountant, the Treasurer completes a review and reconciles it to the approved financial statements. Any discrepancies are resolved. The completed Form 990 is sent to the entire governing body for review in advance of the next scheduled board meeting. The Treasurer will respond to any questions board members have regarding the Form 990 and if there are no follow up items, recommend the Form 990 be signed and filed electronically.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The concflict of interest policy is described in detail in Cerimons handbook
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board conducted their own review before hiring the Artistic Director
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The compensation of the Executive Director/Founder is reviewed by the board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All governing documents, our conflict of interest policy and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Fee for services:Website: $12,500Social Media Advertising: $10,250Office Support: $7,119Event Professional Fees: $8,600Project Fees: $11,605
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/FormAndLineReferenceDesc5List of other fees for services expenses Part IX line 11g
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IRS990/WebsiteAddressTxt0www.albertahouse.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Cheryl Balkenhol
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05033079599
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Historic Alberta House
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0270568541
ReturnHeader/Filer/USAddress/AddressLine1Txt05131 NE 23rd Ave
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272959989
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0On-Time Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04905 SW Griffith Drive Ste 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097005
ReturnHeader/PreparerPersonGrp/PhoneNum05037138902
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrea Korsen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-20T12:06:08-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Cheryl
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Balkenhol
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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
$754,073
Liabilities
$772,972
Net assets
-$18,899
Revenue
$293,270
Expenses
$269,465
Net income
$23,805
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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