Civic Intelligence

Powell Butte Community Charter School

990 • Fiscal year 2016 • EIN 27-1434361

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 08, 2017

Organization ProfileWWW.POWELLBUTTECHARTERSCHOOL.ORG
13650 SW Highway 126Powell Butte, OR 97753-0038

(541) 548-1166

Siviq Scores

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

Liabilities / Assets

88th percentile

0.81x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.49x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

13th percentile

-9.5%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

6.6%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$868,316

Down $90,986 (-9.5%) from 2015

Net Assets

Down

$168,866

Down $390,358 (-70%) from 2015

Liabilities

Up

$699,450

Up $299,372 (+75%) from 2015

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin12th percentile

Revenue

Up

$1,431,005

Up $88,608 (+6.6%) from 2015

Expenses

Up

$1,833,575

Up $878,196 (+92%) from 2015

Net Income

Down

-$402,570

Down $789,588 (-204%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th 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: $332,128Liabilities 2012: $0Net Assets 2012: $332,1282012Assets 2013: $545,083Liabilities 2013: $17,452Net Assets 2013: $527,6312013Assets 2014: $497,312Liabilities 2014: $25,504Net Assets 2014: $471,8082014Assets 2015: $959,302Liabilities 2015: $400,078Net Assets 2015: $559,2242015Assets 2016: $868,316Liabilities 2016: $699,450Net Assets 2016: $168,8662016Assets 2018: $1,511,608Liabilities 2018: $1,159,279Net Assets 2018: $352,3292018Assets 2019: $2,033,496Liabilities 2019: $1,878,486Net Assets 2019: $155,0102019Assets 2020: $2,128,952Liabilities 2020: $2,164,398Net Assets 2020: -$35,4462020Assets 2021: $2,452,599Liabilities 2021: $2,388,212Net Assets 2021: $64,3872021Assets 2022: $2,382,512Liabilities 2022: $2,481,658Net Assets 2022: -$99,1462022Assets 2023: $2,190,273Liabilities 2023: $2,327,954Net Assets 2023: -$137,6812023Assets 2024: $2,028,479Liabilities 2024: $2,285,006Net Assets 2024: -$256,5272024Assets 2025: $2,288,405Liabilities 2025: $2,536,864Net Assets 2025: -$248,4592025

Highlighted filing

2016

Assets$868,316
Liabilities$699,450
Net Assets$168,866
Open 2016 Filing

Operations Trend

Revenue Growth59th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $999,1442012Expenses 2013: $993,0642013Revenue 2014: $1,135,314Expenses 2014: $1,191,138Net Income 2014: -$55,8242014Revenue 2015: $1,342,397Expenses 2015: $955,379Net Income 2015: $387,0182015Revenue 2016: $1,431,005Expenses 2016: $1,833,575Net Income 2016: -$402,5702016Revenue 2018: $1,765,027Expenses 2018: $1,576,289Net Income 2018: $188,7382018Revenue 2019: $1,718,451Expenses 2019: $1,915,770Net Income 2019: -$197,3192019Revenue 2020: $1,875,903Expenses 2020: $2,066,359Net Income 2020: -$190,4562020Revenue 2021: $2,239,653Expenses 2021: $2,151,258Net Income 2021: $88,3952021Revenue 2022: $2,113,174Expenses 2022: $2,276,707Net Income 2022: -$163,5332022Revenue 2023: $2,439,101Expenses 2023: $2,497,045Net Income 2023: -$57,9442023Revenue 2024: $2,418,963Expenses 2024: $2,537,809Net Income 2024: -$118,8462024Revenue 2025: $2,585,205Expenses 2025: $2,461,639Net Income 2025: $123,5662025

Highlighted filing

2016

Revenue$1,431,005
Expenses$1,833,575
Net Income-$402,570
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$1,432,130
Mission and Program Overview

Mission

To provide quality educational programming grounded in 'place and supported by rigorous academics, community service, and stewardship of our natural resources to assure students achieve their highest potential as citizens and leaders of local community and the world.

To provide quality educational programming groudned in 'place- and supported by rigorous academics, community service, and stewardship of our natural resources to assure students achieve their highest potential as citizens and leaders of the local community and the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$608,415$667,356▲ $58,941
Land, Buildings, and Equipment, Net$34,842$36,603▲ $1,761
Prepaid Expenses and Deferred Charges-$12,970-
Pledges and Grants Receivable$17,500$5,286▼ $12,214
Total Assets$959,302$868,316▼ $90,986
Other Assets Total$298,545$146,101▼ $152,444
Liabilities
Other Liabilities$343,438$625,138▲ $281,700
Accounts Payable and Accrued Expenses$56,640$74,312▲ $17,672
Total Liabilities$400,078$699,450▲ $299,372
Net Assets / Fund Balance
Unrestricted Net Assets$555,974$143,847▼ $412,127
Temporarily Rstr Net Assets$3,250$25,019▲ $21,769
Total Net Assets Fund Balance$559,224$168,866▼ $390,358
Total Liabilities and Net Assets / Fund Balance$959,302$868,316▼ $90,986

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,603$56,109$92,712
Other Assets Org$146,101--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Patty McleanChair
Steve HollidayVice-chair
Francis DeroestDirector
Jeff ClayDirector
Tom BurkeDirector
JENN BERRY-O'SHEAAdministrato
Samantha SmithSecretary
Chris SeberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,432,130
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-1,125
All Other Contributions
$117,189
Change in Net Assets
$-402,570

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,431,005
Revenue Not Reported on Form 990
$1,125
Total Revenue per Audited Statements
$1,432,130
Total Revenue per Form 990
$1,431,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,483,245
Other Expenses$350,330
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$469,331$232,347-$701,678
Pension Plan Contributions$366,451$165,242-$531,693
Other Employee Benefits$131,594$53,059-$184,653
Occupancy$58,299$28,862-$87,161
Payroll Taxes$41,145$24,076-$65,221
Travel$36,131$7,067-$43,198
Depreciation Depletion$4,154$6,009-$10,163
Office Expenses$5,779$2,861-$8,640
Fees for Services Accounting-$8,540-$8,540
Insurance$5,307$2,628-$7,935
Other Expenses$5$7,858-$7,863
Fees for Services Legal-$1,495-$1,495
All Other Expenses-$916-$916
Total Functional Expenses$1,159,875$673,700$0$1,833,575

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,834,700
Expenses per Audited Statements$1,833,575
Total Expenses per Form 990$1,833,575
Expenses Not Reported on Form 990$1,125
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,125
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Exercise-a-thon$19,592-$1,125-
Total Events$19,592-$1,125$-1,125
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$516,804
Deferred Inflows$108,334
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Page 6, Part VI, Line 11B

“Copies of the 990 are given to all board members to review before the 990 is filed with the irs.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Powell Butte Community
EIN
27-1434361
Phone
5415481166
Address
13650 SW HIGHWAY 126, POWELL BUTTE, OR 97753-0038
Doing Business As
Powell Butte Community Charter Scho

Signing Officer

Name
JENN BERRY-O'SHEA
Title
Administrator
Phone
5415481166
Signed
2017-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Mclean
Formed
2009
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
46

Preparer

Firm
Sga Cpas & Consultants Llp
Address
499 SW UPPER TERRACE DR, BEND, OR 97702
Preparer
Brenda M Bartlett
Phone
5413887888
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide quality educational programming groudned in 'place- and supported by rigorous academics, community service, and stewardship of our natural resources to assure students achieve their highest potential as citizens and leaders of the local community and the world.”

Form 990, Page 2, Part III, Line 4D

“Provided k-8th grade classroom instruction to 186 students.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The school is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. As a result, no provision for federal or state income taxes has been made. The school is required to evaluate tax positions taken and to recognize a tax liability if an uncertain tax position has been taken that more likely than not would not be sustained upon examination by taxing authorities. Areas that taxing authorities consider when examining tax returns for tax exempt entities include, but are not limited to, tax-exempt status and the existence of unrelated business income. The school does not believe that it has any uncertain tax positions with respect to these or other matters and has not recorded any unrecognized tax benefits or liabilities for the year ended june 30, 2016. The schools federal and state tax returns are generally open for examination for three years following the date filed.”

Schedule D, Page 4, Part XI, Line 2D

“Special event expenses 1,125”

Schedule D, Page 4, Part XII, Line 2D

“Special event expenses 1,125”

Raw XML AppendixShowing 400 of 404 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A RESULT, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE. THE SCHOOL IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN AND TO RECOGNIZE A TAX LIABILITY IF AN UNCERTAIN TAX POSITION HAS BEEN TAKEN THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. AREAS THAT TAXING AUTHORITIES CONSIDER WHEN EXAMINING TAX RETURNS FOR TAX EXEMPT ENTITIES INCLUDE, BUT ARE NOT LIMITED TO, TAX-EXEMPT STATUS AND THE EXISTENCE OF UNRELATED BUSINESS INCOME. THE SCHOOL DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS WITH RESPECT TO THESE OR OTHER MATTERS AND HAS NOT RECORDED ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES FOR THE YEAR ENDED JUNE 30, 2016. THE SCHOOLS FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT EXPENSES 1,125
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT EXPENSES 1,125
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE BOARD HAS A NON-DISCRIMINATION POLICY FOR STUDENT AND STAFF. ADVERTISEMENTS VIA NEWSPAPER AND WEBSITE INDICATE THAT ENROLLMENT IS OPEN TO ALL STUDENTS, BUT DOES NOT SPECIFICALLY STATE THE STANDARD NON-DISCRIMINATORY STATEMENT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVED STATE SCHOOL FUNDING FROM THE OREGON DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE QUALITY EDUCATIONAL PROGRAMMING GROUDNED IN 'PLACE- AND SUPPORTED BY RIGOROUS ACADEMICS, COMMUNITY SERVICE, AND STEWARDSHIP OF OUR NATURAL RESOURCES TO ASSURE STUDENTS ACHIEVE THEIR HIGHEST POTENTIAL AS CITIZENS AND LEADERS OF THE LOCAL COMMUNITY AND THE WORLD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROVIDED K-8TH GRADE CLASSROOM INSTRUCTION TO 186 STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF THE 990 ARE GIVEN TO ALL BOARD MEMBERS TO REVIEW BEFORE THE 990 IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/WebsiteAddressTxt0WWW.POWELLBUTTECHARTERSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENN BERRY-O'SHEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05415481166
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0POWELL BUTTE COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARTER SCHOOL
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SGA CPAS & CONSULTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0499 SW UPPER TERRACE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097702
ReturnHeader/PreparerPersonGrp/PhoneNum05413887888
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA M BARTLETT
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-02-08T11:48:47-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$868,316
Liabilities
$699,450
Net assets
$168,866
Revenue
$1,431,005
Expenses
$1,833,575
Net income
-$402,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.29$2.54$0.25$2.59$2.46$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.03$2.29$0.26$2.42$2.54$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.19$2.33$0.14$2.44$2.50$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.38$2.48$0.10$2.11$2.28$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.45$2.39$0.06$2.24$2.15$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.13$2.16$0.04$1.88$2.07$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.03$1.88$0.16$1.72$1.92$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.51$1.16$0.35$1.77$1.58$0.19
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.70$0.17$1.43$1.83$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.40$0.56$1.34$0.96$0.39
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.03$0.47$1.14$1.19$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.02$0.53$0.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$1.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits