Civic Intelligence

Elevate Oregon

990 • Fiscal year 2014 • EIN 27-2151955

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

4916 NE 122nd Street97230-1049

(503) 660-3072

Siviq Scores

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

Liabilities / Assets

50th percentile

0.05x

Higher debt load relative to assets than 50% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.05x

Higher debt load relative to revenue than 51% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

11th percentile

-16%

Faster asset growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Down

$692,324

Down $132,590 (-16%) from 2013

Net Assets

Up

$659,260

Up $173,489 (+36%) from 2013

Liabilities

Down

$33,064

Down $306,079 (-90%) from 2013

Revenue

$698,953

No earlier filing loaded for comparison.

Expenses

Down

$525,464

Down $106,280 (-17%) from 2013

Net Income

$173,489

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $824,914Liabilities 2013: $339,143Net Assets 2013: $485,7712013Assets 2014: $692,324Liabilities 2014: $33,064Net Assets 2014: $659,2602014Assets 2015: $801,665Liabilities 2015: $15,290Net Assets 2015: $786,3752015Assets 2016: $845,917Liabilities 2016: $15,982Net Assets 2016: $829,9352016Assets 2018: $771,270Liabilities 2018: $7,007Net Assets 2018: $764,2632018Assets 2019: $754,341Liabilities 2019: $66,799Net Assets 2019: $687,5422019Assets 2020: $1,318,175Liabilities 2020: $144,235Net Assets 2020: $1,173,9402020Assets 2021: $1,566,234Liabilities 2021: $107,691Net Assets 2021: $1,458,5432021Assets 2022: $2,168,329Liabilities 2022: $21,739Net Assets 2022: $2,146,5902022Assets 2023: $2,391,825Liabilities 2023: $17,852Net Assets 2023: $2,373,9732023Assets 2024: $2,665,993Liabilities 2024: $58,212Net Assets 2024: $2,607,7812024Assets 2025: $2,719,095Liabilities 2025: $371,265Net Assets 2025: $2,347,8302025

Highlighted filing

2014

Assets$692,324
Liabilities$33,064
Net Assets$659,260

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2013: $631,7442013Revenue 2014: $698,953Expenses 2014: $525,464Net Income 2014: $173,4892014Revenue 2015: $721,965Expenses 2015: $594,376Net Income 2015: $127,5892015Revenue 2016: $670,250Expenses 2016: $619,849Net Income 2016: $50,4012016Revenue 2018: $804,598Expenses 2018: $793,078Net Income 2018: $11,5202018Revenue 2019: $719,503Expenses 2019: $791,511Net Income 2019: -$72,0082019Revenue 2020: $1,236,232Expenses 2020: $748,968Net Income 2020: $487,2642020Revenue 2021: $1,530,238Expenses 2021: $1,299,665Net Income 2021: $230,5732021Revenue 2022: $2,045,969Expenses 2022: $1,341,291Net Income 2022: $704,6782022Revenue 2023: $1,891,171Expenses 2023: $1,677,647Net Income 2023: $213,5242023Revenue 2024: $2,254,121Expenses 2024: $2,066,005Net Income 2024: $188,1162024Revenue 2025: $3,203,094Expenses 2025: $3,373,179Net Income 2025: -$170,0852025

Highlighted filing

2014

Revenue$698,953
Expenses$525,464
Net Income$173,489
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$698,953
Mission and Program Overview

Mission

Elevating potential, building sustained relationships with urban youth, and charting paths to brighter futures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$350,000$192,000▼ $158,000
Savings and Temporary Cash Investments$213,127$187,890▼ $25,237
Investments Program Related$133,445$154,516▲ $21,071
Cash and Non-Interest-Bearing Accounts$31,596$63,461▲ $31,865
Land, Buildings, and Equipment, Net$70,705$49,687▼ $21,018
Accounts Receivable$20,361$40,088▲ $19,727
Prepaid Expenses and Deferred Charges$5,680$4,682▼ $998
Total Assets$824,914$692,324▼ $132,590
Liabilities
Deferred Revenue$322,333$0▼ $322,333
Accounts Payable and Accrued Expenses$16,810$33,064▲ $16,254
Total Liabilities$339,143$33,064▼ $306,079
Net Assets / Fund Balance
Unrestricted Net Assets$365,771$326,744▼ $39,027
Temporarily Rstr Net Assets$0$178,000▲ $178,000
Permanently Rstr Net Assets$120,000$154,516▲ $34,516
Total Net Assets Fund Balance$485,771$659,260▲ $173,489
Total Liabilities and Net Assets / Fund Balance$824,914$692,324▼ $132,590

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$49,687$59,399$109,086
Investment Program Related Org$154,516--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$133,445-▲ $21,700-$154,516
2012$121,502-▲ $15,511$3,095$133,445
2011$50,738$70,000▲ $11,743$10,491$121,502
2010$0$50,000▲ $2,070$1,125$50,738
Compensation and Service Providers

Board Members and Trustees

NameTitle
Catherine WillmottCo-chairman
Mick HumphreysCo-chairman
Sean GabrioVice Chairman
Cyndy MaletisBoard Member
Dave RobertsonBoard Member
Don TykesonBoard Member
Dr Kent HutchersonBoard Member
Jeff WeilerBoard Member
John HedlundBoard Member
Jordan BaderBoard Member
Katy DurantBoard Member
Kim AgnewBoard Member
Sarah RaymondBoard Member
Steve HolwerdaBoard Member
Tom CookBoard Member
Tom FazioBoard Member
Joe BergenExecutive Director
Sidney C Hodges JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$677,179
Program Service Revenue
$0
Investment Income
$21,774
Other Revenue
$0
All Other Contributions
$677,179
Change in Net Assets
$173,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$289,370
Other Expenses$236,094
Total Fundraising Expense$60,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$208,261$9,786-$218,047
Fees for Services Other$36,081$31,520$60,000$127,601
Other Employee Benefits$51,868--$51,868
Depreciation Depletion$16,814$4,204-$21,018
Insurance$16,568$4,142-$20,710
Payroll Taxes$16,105$757-$16,862
Travel$10,173$2,543-$12,716
Office Expenses$8,574$2,143-$10,717
Occupancy$6,104$1,526-$7,630
Fees for Services Accounting$5,520$1,380-$6,900
Pension Plan Contributions$2,593--$2,593
Fees for Service Investment Mgmnt Fees$503$126-$629
Other Expenses$336$84-$420
Total Functional Expenses$406,855$58,609$60,000$525,464
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
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, Section B, Line 11

The form 990 is reviewed and approved by members of the finance committee (including the board treasurer). A copy of the approved form 990 is provided to all board members prior to filing.

Form 990, Part VI, Section B, Line 12C

Any potential conflicts of interest shall be disclosed to the board before any transaction occurs. The board will determine if any conflict of interest exists.

Form 990, Part VI, Section B, Line 15

Employee compensation is determined by the executive and hiring committees using comparable data from non-profit salary guides.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
27-2151955
Phone
5036603072

Signing Officer

Name
Sidney Hodges
Title
Treasurer
Phone
5036603072
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Catherine Willmott Mick
Formed
2010
Legal Domicile
Or
Voting Board Members
17
Independent Board Members
17
Employees
11
Volunteers
25

Preparer

Preparer
Derya G Duyum
Phone
5032205900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other services: program service expenses 6,081. Management and general expenses 1,520. Fundraising expenses 0. Total expenses 7,601. Consulting fees: program service expenses 30,000. Management and general expenses 30,000. Fundraising expenses 60,000. Total expenses 120,000.

Financial Statement Notes

PART V, LINE 4:

Intended use of the endowment fund income is program operations.

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IRS990/LandBldgEquipBasisNetGrp/BOYAmt070705
IRS990/LandBldgEquipBasisNetGrp/EOYAmt049687
IRS990/LandBldgEquipCostOrOtherBssAmt0109086
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ELEVATING POTENTIAL, BUILDING SUSTAINED RELATIONSHIPS WITH URBAN YOUTH, AND CHARTING PATHS TO BRIGHTER FUTURES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0485771
IRS990/NetAssetsOrFundBalancesEOYAmt0659260
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0503
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01526
IRS990/OccupancyGrp/ProgramServicesAmt06104
IRS990/OccupancyGrp/TotalAmt07630
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02143
IRS990/OfficeExpensesGrp/ProgramServicesAmt08574
IRS990/OfficeExpensesGrp/TotalAmt010717
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt051868
IRS990/OtherEmployeeBenefitsGrp/TotalAmt051868
IRS990/OtherExpensesGrp/Desc0PROGRAM ACTIVITIES
IRS990/OtherExpensesGrp/Desc1STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2OTHER FEES
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0398
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt184
IRS990/OtherExpensesGrp/ProgramServicesAmt022451
IRS990/OtherExpensesGrp/ProgramServicesAmt13310
IRS990/OtherExpensesGrp/ProgramServicesAmt21594
IRS990/OtherExpensesGrp/ProgramServicesAmt3336
IRS990/OtherExpensesGrp/TotalAmt022451
IRS990/OtherExpensesGrp/TotalAmt13310
IRS990/OtherExpensesGrp/TotalAmt21992
IRS990/OtherExpensesGrp/TotalAmt3420
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09786
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0208261
IRS990/OtherSalariesAndWagesGrp/TotalAmt0218047
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0757
IRS990/PayrollTaxesGrp/ProgramServicesAmt016105
IRS990/PayrollTaxesGrp/TotalAmt016862
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02593
IRS990/PensionPlanContributionsGrp/TotalAmt02593
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0120000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0154516
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0350000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0192000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05680
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04682
IRS990/PrincipalOfficerNm0CATHERINE WILLMOTT MICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0385451
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016530
IRS990/PYOtherExpensesAmt0194507
IRS990/PYOtherRevenueAmt028513
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-201250
IRS990/PYSalariesCompEmpBnftPaidAmt0437237
IRS990/PYTotalExpensesAmt0631744
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0430494
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0173489
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0213127
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0187890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0676676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0801127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0440973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0399838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02318614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt021774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt020572
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0994
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0464
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt043804
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88500
IRS990ScheduleA/PublicSupportPY170Pct00.98680
IRS990ScheduleA/PublicSupportTotal170Amt02090777
IRS990ScheduleA/SubstantialContributorsTotAmt0227837
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0676676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0801127
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0440973
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0399838
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02318614
IRS990ScheduleA/TotalSupportAmt02362418
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0629
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0133445
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0154516
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt021700
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0473
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0121502
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0133445
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015511
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03095
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0488
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt050738
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt070000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0121502
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011743
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt010491
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0207
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt050738
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02070
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01125
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt049687
IRS990ScheduleD/EquipmentGrp/DepreciationAmt059399
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0109086
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0154516
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0OCF ENDOWMENT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INTENDED USE OF THE ENDOWMENT FUND INCOME IS PROGRAM OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt049687
IRS990ScheduleD/TotalBookValueProgramRltdAmt0154516
IRS990ScheduleJ/AnyNonFixedPaymentsInd00

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