Civic Intelligence

Elevate Oregon

990 • Fiscal year 2016 • EIN 27-2151955

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

4916 NE 122nd StPortland, OR 97230-1049

(503) 477-7644

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.02x

Higher debt load relative to assets than 42% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

62nd percentile

7.5%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

61st percentile

5.5%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

29th percentile

-7.2%

Faster revenue growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$845,917

Up $44,252 (+5.5%) from 2015

Net Assets

Up

$829,935

Up $43,560 (+5.5%) from 2015

Liabilities

Up

$15,982

Up $692 (+4.5%) from 2015

Revenue

Down

$670,250

Down $51,715 (-7.2%) from 2015

Expenses

Up

$619,849

Up $25,473 (+4.3%) from 2015

Net Income

Down

$50,401

Down $77,188 (-60%) from 2015

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

2016

Assets$845,917
Liabilities$15,982
Net Assets$829,935

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

2016

Revenue$670,250
Expenses$619,849
Net Income$50,401
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 8, 2017
Return Version
2015v3.0
Gross Receipts
$670,250
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$367,317$396,671▲ $29,354
Cash and Non-Interest-Bearing Accounts$94,777$172,033▲ $77,256
Investments Program Related$154,240$148,935▼ $5,305
Savings and Temporary Cash Investments$147,917$105,908▼ $42,009
Prepaid Expenses and Deferred Charges$12,380$14,807▲ $2,427
Land, Buildings, and Equipment, Net$25,034$7,563▼ $17,471
Total Assets$801,665$845,917▲ $44,252
Liabilities
Accounts Payable and Accrued Expenses$15,290$15,982▲ $692
Total Liabilities$15,290$15,982▲ $692
Net Assets / Fund Balance
Unrestricted Net Assets$461,375$504,935▲ $43,560
Temporarily Rstr Net Assets$325,000$325,000→ $0
Total Net Assets Fund Balance$786,375$829,935▲ $43,560
Total Liabilities and Net Assets / Fund Balance$801,665$845,917▲ $44,252

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,563$101,523$109,086
Investment Program Related Org$148,935--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$154,240-▼ $4,070-$148,935
2014$154,516-▲ $1,061-$154,240
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sean GabrioBoard Chairman
Dr Kent HutchersonDirector
John HedlundDirector
Jordan BaderDirector
Katy DurantDirector
Nathan MoroneyDirector
Steve HolwerdaDirector
Tiffany LarsonDirector
Tom CookDirector
Joe BergenExecutive Director
Marcy BradleyExecutive Director
Sarah RaymondExecutive Comittee
Catherine WillmottTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$663,967
Program Service Revenue
$0
Investment Income
$2,849
Other Revenue
$3,434
All Other Contributions
$663,967
Change in Net Assets
$50,401

Audited Revenue Reconciliation

Revenue per Audited Statements
$670,250
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$11,159
Total Revenue per Audited Statements
$681,409
Total Revenue per Form 990
$670,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$370,523
Other Expenses$249,326
Total Fundraising Expense$118,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$245,245$11,781$23,563$280,589
Fees for Services Management$44,000$11,000$55,000$110,000
Other Employee Benefits$31,807$1,364$2,726$35,897
Current Officers, Directors, Trustees, and Key Employees$11,068$2,767$13,835$27,670
Payroll Taxes$19,750$1,121$2,881$23,752
Fees for Services Accounting-$11,129-$11,129
Travel$3,226-$6,473$9,699
Office Expenses$4,174$366$4,241$8,781
Insurance-$4,932-$4,932
Pension Plan Contributions$1,555$353$707$2,615
Information Technology$156-$1,758$1,914
Fees for Services Other-$164$1,256$1,420
Fees for Service Investment Mgmnt Fees-$1,236-$1,236
Other Expenses$1,342$231$225$231
Total Functional Expenses$453,011$48,830$118,008$619,849

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$637,849
Expenses per Audited Statements$619,849
Total Expenses per Form 990$619,849
Expenses Not Reported on Form 990$18,000
Expenses Not Reported on Financial Statements$0
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

Filer Name
Elevate Oregon
EIN
27-2151955
Phone
5034777644
Address
4916 NE 122ND ST, PORTLAND, OR 97230-1049

Signing Officer

Name
Marcy Bradley
Title
Executive Director
Phone
5034777644
Signed
2017-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcy Bradley
Formed
2010
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
9
Volunteers
50

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
4900 MEADOWS ROAD STE 200, LAKE OSWEGO, OR 97035-3295
Preparer
Leah D Digregorio
Phone
5032205900
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Intended use of the endowment fund income is program operations.

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IRS990/OtherExpensesGrp/Desc0ALLOCATION OF INDRECT E
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IRS990/OtherExpensesGrp/Desc2STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3OREGON CT-12
IRS990/OtherExpensesGrp/FundraisingAmt05343
IRS990/OtherExpensesGrp/FundraisingAmt1225
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02386
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1231
IRS990/OtherExpensesGrp/ProgramServicesAmt053150
IRS990/OtherExpensesGrp/ProgramServicesAmt137538
IRS990/OtherExpensesGrp/ProgramServicesAmt21342
IRS990/OtherExpensesGrp/TotalAmt060879
IRS990/OtherExpensesGrp/TotalAmt137538
IRS990/OtherExpensesGrp/TotalAmt21567
IRS990/OtherExpensesGrp/TotalAmt3231
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt03434
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03434
IRS990/OtherRevenueTotalAmt03434
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt023563
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011781
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0245245
IRS990/OtherSalariesAndWagesGrp/TotalAmt0280589
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02881
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01121
IRS990/PayrollTaxesGrp/ProgramServicesAmt019750
IRS990/PayrollTaxesGrp/TotalAmt023752
IRS990/PensionPlanContributionsGrp/FundraisingAmt0707
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0353
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01555
IRS990/PensionPlanContributionsGrp/TotalAmt02615
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0367317
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0396671
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012380
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014807
IRS990/PrincipalOfficerNm0MARCY BRADLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0719778
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01467
IRS990/PYOtherExpensesAmt0254962
IRS990/PYOtherRevenueAmt0720
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0127589
IRS990/PYSalariesCompEmpBnftPaidAmt0339414
IRS990/PYTotalExpensesAmt0594376
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0721965
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt050401
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0147917
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0105908
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0663967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0719778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0676676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0801127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0440973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03302521
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01467
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020572
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0994
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt046901
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03434
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0719
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04153
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79220
IRS990ScheduleA/PublicSupportPY170Pct00.82440
IRS990ScheduleA/PublicSupportTotal170Amt02656764
IRS990ScheduleA/SubstantialContributorsTotAmt0645757
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0663967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0719778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0676676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0801127
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0440973
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03302521
IRS990ScheduleA/TotalSupportAmt03353575
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/AdministrativeExpensesAmt01236
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0154240
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0148935
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4070
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01337
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0154516
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0154240
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01061
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0629
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0133445
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0154516
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0473
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0121502
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0133445
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt015511
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt03095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0488
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt050738
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt070000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0121502
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011743
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt010491
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt018000
IRS990ScheduleD/DonatedServicesUseFcltsAmt018000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt07563
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0101523
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0109086
IRS990ScheduleD/ExpensesNotReportedAmt018000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0619849
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0148935
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0OCF ENDOWMENT
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-6841
IRS990ScheduleD/RevenueNotReportedAmt011159
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0670250
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INTENDED USE OF THE ENDOWMENT FUND INCOME IS PROGRAM OPERATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07563
IRS990ScheduleD/TotalBookValueProgramRltdAmt0148935
IRS990ScheduleD/TotalExpensesPerForm990Amt0619849
IRS990ScheduleD/TotalRevenuePerForm990Amt0670250
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0681409
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0637849
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00

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