Civic Intelligence

Sauvie Island School

990 • Fiscal year 2014 • EIN 45-1457029

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 05, 2014

14445 NW Charlton Road97231

(503) 621-3426

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.22x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

42nd percentile

0.5%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

75th percentile

$112,087

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

44th percentile

0.6%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

22%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Assets

Up

$399,715

Up $2,235 (+0.6%) from 2013

Net Assets

Up

$313,723

Up $7,669 (+2.5%) from 2013

Liabilities

Down

$85,992

Down $5,434 (-5.9%) from 2013

Revenue

$1,590,389

No earlier filing loaded for comparison.

Expenses

Up

$1,582,720

Up $136,340 (+9.4%) from 2013

Net Income

$7,669

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.

$4.0M$2.0M$0-$2.0MAssets 2012: $181,831Liabilities 2012: $60,647Net Assets 2012: $121,1842012Assets 2013: $397,480Liabilities 2013: $91,426Net Assets 2013: $306,0542013Assets 2014: $399,715Liabilities 2014: $85,992Net Assets 2014: $313,7232014Assets 2015: $539,269Liabilities 2015: $248,287Net Assets 2015: $290,9822015Assets 2016: $538,551Liabilities 2016: $951,776Net Assets 2016: -$413,2252016Assets 2017: $1,666,605Liabilities 2017: $2,278,285Net Assets 2017: -$611,6802017Assets 2018: $1,141,558Liabilities 2018: $1,848,981Net Assets 2018: -$707,4232018Assets 2019: $1,412,195Liabilities 2019: $2,181,403Net Assets 2019: -$769,2082019Assets 2020: $1,505,524Liabilities 2020: $2,486,800Net Assets 2020: -$981,2762020Assets 2021: $1,875,392Liabilities 2021: $2,901,190Net Assets 2021: -$1,025,7982021Assets 2022: $2,542,348Liabilities 2022: $3,197,419Net Assets 2022: -$655,0712022Assets 2023: $2,607,010Liabilities 2023: $2,969,143Net Assets 2023: -$362,1332023Assets 2024: $2,897,347Liabilities 2024: $2,756,543Net Assets 2024: $140,8042024Assets 2025: $3,112,422Liabilities 2025: $2,766,815Net Assets 2025: $345,6072025

Highlighted filing

2014

Assets$399,715
Liabilities$85,992
Net Assets$313,723

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $1,068,269Expenses 2012: $947,085Net Income 2012: $121,1842012Expenses 2013: $1,446,3802013Revenue 2014: $1,590,389Expenses 2014: $1,582,720Net Income 2014: $7,6692014Revenue 2015: $1,526,094Expenses 2015: $1,201,907Net Income 2015: $324,1872015Revenue 2016: $1,540,734Expenses 2016: $2,244,941Net Income 2016: -$704,2072016Revenue 2017: $1,756,505Expenses 2017: $1,954,960Net Income 2017: -$198,4552017Revenue 2018: $2,233,494Expenses 2018: $2,329,237Net Income 2018: -$95,7432018Revenue 2019: $2,479,509Expenses 2019: $2,541,294Net Income 2019: -$61,7852019Revenue 2020: $2,031,190Expenses 2020: $2,243,258Net Income 2020: -$212,0682020Revenue 2021: $1,985,155Expenses 2021: $2,042,688Net Income 2021: -$57,5332021Revenue 2022: $2,480,010Expenses 2022: $2,109,283Net Income 2022: $370,7272022Revenue 2023: $2,585,885Expenses 2023: $2,293,373Net Income 2023: $292,5122023Revenue 2024: $3,168,422Expenses 2024: $2,659,497Net Income 2024: $508,9252024Revenue 2025: $3,166,859Expenses 2025: $2,918,249Net Income 2025: $248,6102025

Highlighted filing

2014

Revenue$1,590,389
Expenses$1,582,720
Net Income$7,669
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 5, 2014
Return Version
2013v3.1
Gross Receipts
$1,590,389
Mission and Program Overview

Mission

To provide the k-8 children of our broader community an opportunity to learn through the values of stewardship deeply rooted in the uniqueness that sauvie island offers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$394,452$379,132▼ $15,320
Accounts Receivable$3,028$20,583▲ $17,555
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$397,480$399,715▲ $2,235
Other Assets Total-$0-
Liabilities
Other Liabilities$82,936$55,577▼ $27,359
Accounts Payable and Accrued Expenses$8,490$30,415▲ $21,925
Total Liabilities$91,426$85,992▼ $5,434
Net Assets / Fund Balance
Unrestricted Net Assets$288,947$297,909▲ $8,962
Temporarily Rstr Net Assets$17,107$15,814▼ $1,293
Total Net Assets Fund Balance$306,054$313,723▲ $7,669
Total Liabilities and Net Assets / Fund Balance$397,480$399,715▲ $2,235
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Darla MeeuwsenDirectorFT$83,340$28,747$112,087
Matt BrubakerMember--$28,747$28,747

Board Members and Trustees

NameTitle
Matt FieldsChairman
Diane KunkelMember
Liz MahlumMember
Matt MahaffyMember
Pat WillisMember
Robyn MannMember
Revenue and Support

Revenue Composition

Contributions and Grants
$1,505,567
Program Service Revenue
$84,822
Investment Income
$0
Other Revenue
$0
All Other Contributions
$220,111
Change in Net Assets
$7,669

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,590,389
Total Revenue per Audited Statements
$1,590,389
Total Revenue per Form 990
$1,590,389
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,088,715
Other Expenses$494,005
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$485,825$202,034-$687,859
Pension Plan Contributions$88,327$40,904-$129,231
All Other Expenses$12,022$110,126-$122,148
Current Officers, Directors, Trustees, and Key Employees-$99,069-$99,069
Other Employee Benefits$61,145$32,167-$93,312
Payroll Taxes$48,492$30,752-$79,244
Other Expenses$3,709$45,585-$45,585
Occupancy-$45,335-$45,335
Travel$2,477$13,634-$16,111
Insurance-$10,323-$10,323
Fees for Services Other-$7,110-$7,110
Fees for Services Legal-$1,950-$1,950
Advertising-$16-$16
Total Functional Expenses$702,635$880,085$0$1,582,720

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,582,720
Total Expenses per Audited Statements$1,582,720
Total Expenses per Form 990$1,582,720
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$55,577
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

A draft of the 990 is available for all voting members of the board to review between three to five business days before it is signed and submitted to the internal revenue service. Each board member is notified and an electronic copy is available upon request.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

EIN
45-1457029
Phone
5036213426

Signing Officer

Name
Darla Meeuwsen
Title
Director
Signed
2014-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Fields
Formed
2011
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
52
Volunteers
55

Preparer

Preparer
Roy R Rogers
Phone
5036848421
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt088327
IRS990/PensionPlanContributionsGrp/TotalAmt0129231
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MATT FIELDS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CHARGES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt084822
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt084822
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01539727
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0546631
IRS990/PYProgramServiceRevenueAmt091523
IRS990/PYRevenuesLessExpensesAmt0184870
IRS990/PYSalariesCompEmpBnftPaidAmt0899749
IRS990/PYTotalExpensesAmt01446380
IRS990/PYTotalRevenueAmt01631250
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07669
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01582720
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt055577
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt01590389
IRS990ScheduleD/TotalExpensesPerForm990Amt01582720
IRS990ScheduleD/TotalLiabilityAmt055577
IRS990ScheduleD/TotalRevenuePerForm990Amt01590389
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01590389
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01582720
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0REVENUE WAS PRIMARILY FROM STATE SCHOOL FUNDING.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARDS STUDENTS IN ALL DOCUMENTED AND CIRCULATED SOLICITATIONS FOR REGISTRATION IN ADDITION, DUE TO THE SIZE OF THE SCHOOL, ITS GEOGRAPHIC LOCATION, AND THE COMMUNITY IT SERVES, THE NON-DISCRIMINATION POLICY AND RACIAL COMPOSITION OF THE STUDENT BODY IS WELL-KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE 990 IS AVAILABLE FOR ALL VOTING MEMBERS OF THE BOARD TO REVIEW BETWEEN THREE TO FIVE BUSINESS DAYS BEFORE IT IS SIGNED AND SUBMITTED TO THE INTERNAL REVENUE SERVICE. EACH BOARD MEMBER IS NOTIFIED AND AN ELECTRONIC COPY IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt017107
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt015814
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0397480
IRS990/TotalAssetsEOYAmt0399715
IRS990/TotalAssetsGrp/BOYAmt0397480
IRS990/TotalAssetsGrp/EOYAmt0399715
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01505567
IRS990/TotalEmployeeCnt052
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0880085
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0702635
IRS990/TotalFunctionalExpensesGrp/TotalAmt01582720
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt091426
IRS990/TotalLiabilitiesEOYAmt085992
IRS990/TotalLiabilitiesGrp/BOYAmt091426
IRS990/TotalLiabilitiesGrp/EOYAmt085992
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0306054
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0313723
IRS990/TotalOtherCompensationAmt057494
IRS990/TotalProgramServiceExpensesAmt0702635
IRS990/TotalProgramServiceRevenueAmt084822
IRS990/TotalReportableCompFromOrgAmt083340
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt084822
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01590389
IRS990/TotalVolunteersCnt055
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0397480
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0399715
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt013634
IRS990/TravelGrp/ProgramServicesAmt02477
IRS990/TravelGrp/TotalAmt016111
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0288947
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0297909
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1014445 NW CHARLTON ROAD
IRS990/USAddress/City0PORTLAND
IRS990/USAddress/State0OR
IRS990/USAddress/ZIPCode097231
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.sauvieislandacademy.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DARLA MEEUWSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10SAUVIE ISLAND ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0SAUV
ReturnHeader/Filer/EIN0451457029

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$2.77$0.35$3.17$2.92$0.25
2024Detailed filing. Detailed filing data is available for this year.$2.90$2.76$0.14$3.17$2.66$0.51
2023Detailed filing. Detailed filing data is available for this year.$2.61$2.97$0.36$2.59$2.29$0.29
2022Detailed filing. Detailed filing data is available for this year.$2.54$3.20$0.66$2.48$2.11$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.88$2.90$1.03$1.99$2.04$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.51$2.49$0.98$2.03$2.24$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.41$2.18$0.77$2.48$2.54$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.14$1.85$0.71$2.23$2.33$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.67$2.28$0.61$1.76$1.95$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.54$0.95$0.41$1.54$2.24$0.70
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.25$0.29$1.53$1.20$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.09$0.31$1.59$1.58$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.09$0.31$1.45
2012Summary only. Only limited summary data is available for this year.$0.18$0.06$0.12$1.07$0.95$0.12
Peer Organizations

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