Civic Intelligence

Seiu Local 503 and Joint Employer Workforce

EIN 36-7742218 • 501(c)3 • Portland, OR

Profile

To provide workforce development assistance and related benfits to participants.

525 NE Oregon StPortland, OR 97232

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.11x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.09x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

95th percentile

92%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

121%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,627,168

Up $2,696,131 (+92%) from 2023

Liabilities

Up

$605,957

Up $63,500 (+12%) from 2023

Net Assets

Up

$5,021,211

Up $2,632,631 (+110%) from 2023

Revenue

Up

$7,108,194

Up $3,890,004 (+121%) from 2023

Expenses

Up

$4,475,563

Up $1,288,424 (+40%) from 2023

Net Income

Up

$2,632,631

Up $2,601,580 (+8378%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2019: $198,137Liabilities 2019: $0Net Assets 2019: $198,1372019Assets 2020: $752,793Liabilities 2020: $32,769Net Assets 2020: $720,0242020Assets 2021: $596,998Liabilities 2021: $79,957Net Assets 2021: $517,0412021Assets 2022: $2,655,751Liabilities 2022: $298,222Net Assets 2022: $2,357,5292022Assets 2023: $2,931,037Liabilities 2023: $542,457Net Assets 2023: $2,388,5802023Assets 2024: $5,627,168Liabilities 2024: $605,957Net Assets 2024: $5,021,2112024

Highlighted filing

2024

Assets$5,627,168
Liabilities$605,957
Net Assets$5,021,211

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $198,137Expenses 2019: $0Net Income 2019: $198,1372019Revenue 2020: $771,658Expenses 2020: $249,771Net Income 2020: $521,8872020Revenue 2021: $810,076Expenses 2021: $1,013,059Net Income 2021: -$202,9832021Revenue 2022: $3,544,182Expenses 2022: $1,703,694Net Income 2022: $1,840,4882022Revenue 2023: $3,218,190Expenses 2023: $3,187,139Net Income 2023: $31,0512023Revenue 2024: $7,108,194Expenses 2024: $4,475,563Net Income 2024: $2,632,6312024

Highlighted filing

2024

Revenue$7,108,194
Expenses$4,475,563
Net Income$2,632,631

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$7,108,194
Mission and Program Overview

Mission

To provide workforce development assistance and related benfits to participants.

To provide workforce development assistance and related benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,388,580$5,021,211▲ $2,632,631
Accounts Receivable$172,114$3,239,320▲ $3,067,206
Savings and Temporary Cash Investments$2,358,923$1,987,848▼ $371,075
Cash and Non-Interest-Bearing Accounts$400,000$400,000→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$2,931,037$5,627,168▲ $2,696,131
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$542,457$605,957▲ $63,500
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$542,457$605,957▲ $63,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,388,580$5,021,211▲ $2,632,631
Total Liabilities and Net Assets / Fund Balance$2,931,037$5,627,168▲ $2,696,131
Compensation and Service Providers

Board Members and Trustees

NameTitle
Melissa UngerChair
Andrew LoomisTrustee
Andrew LucusTrustee
Ron StrleTrustee
Ryan DelamarterSecretary (through 8/2024)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,101,035
Investment Income
$7,159
Other Revenue
$0
Change in Net Assets
$2,632,631

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,108,194
Total Revenue per Audited Statements
$7,108,194
Total Revenue per Form 990
$7,108,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,475,563
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$4,074,007$367,205$0$4,441,212
Insurance$0$13,299$0$13,299
Fees for Services Accounting$0$12,000$0$12,000
Fees for Services Legal$0$9,052$0$9,052
Total Functional Expenses$4,074,007$401,556$0$4,475,563

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,475,563
Total Expenses per Audited Statements$4,475,563
Total Expenses per Form 990$4,475,563
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

THE PLAN HAS CONTRACTED WITH RISE PARTNERSHIP TO PROVIDE DAY-TO-DAY administrative services to THE PLAN.

FORM 990, PART VI, SECTION B, LINE 11B:

The board of trustees is provided a copy of form 990. The form 990 is reviewed by the director prior to filing.

FORM 990, PART VI, SECTION B, LINE 12C:

All members of the board of trustees are covered by the conflict-of- interest policy. If and when a potential conflict of interest is disclosed, the board of trustees will review the matter and determine the appropriate action, if any.

FORM 990, PART VI, SECTION C, LINE 19:

Plan documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Seiu Local 503 and Joint Employer Workforce
EIN
36-7742218
In Care Of
% SARA DUERR RISE PARTNERSHIP
Phone
5033882442
Address
525 NE OREGON ST, PORTLAND, OR 97232

Signing Officer

Name
Katie Coombes
Title
Executive Director
Phone
5033882442
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Coombes
Formed
2019
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Kelly Pollard
Phone
4159563600
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The board of trustees is responsible for oversight of the annual audit and for selection of the independent accountant.

Financial Statement Notes

PART X, LINE 2:

Accounting principles require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt02358923
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01987848
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt07108194
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt04475563
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt07108194
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07108194
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04475563
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE PLAN's EQUAL OPPORTUNITY PLEDGE APPEARS ON ITS WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE PLAN DOES NOT SOLICIT CONTRIBUTIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4D:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS CONTRACTED WITH RISE PARTNERSHIP TO PROVIDE DAY-TO-DAY administrative services to THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES IS PROVIDED A COPY OF FORM 990. THE FORM 990 IS REVIEWED BY THE DIRECTOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS OF THE BOARD OF TRUSTEES ARE COVERED BY THE CONFLICT-OF- INTEREST POLICY. IF AND WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED, THE BOARD OF TRUSTEES WILL REVIEW THE MATTER AND DETERMINE THE APPROPRIATE ACTION, IF ANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PLAN DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RISE PARTNERSHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SERVICE EMPLOYEES INTERNATIONL UNION 503
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0883573790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1930323147
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ED DELIVERY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0525 NE OREGON ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 12159
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SALEM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097232
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt04441212
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CONTRACT SRVCS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0RISE PARTNERSHIP
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0p
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IRS990/SchoolOperatingInd0true
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IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02931037
IRS990/TotalAssetsEOYAmt05627168
IRS990/TotalAssetsGrp/BOYAmt02931037
IRS990/TotalAssetsGrp/EOYAmt05627168
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0401556
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04074007

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