Civic Intelligence

Sojourner Education Foundation

990EZ • Fiscal year 2015 • EIN 45-5275219

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

Organization ProfileN/A
PO Box 68773Milwaukie, OR 97268

(503) 544-6932

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

91st percentile

49%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$69,459

No earlier filing loaded for comparison.

Net Assets

$69,459

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

$136,318

No earlier filing loaded for comparison.

Expenses

$70,022

No earlier filing loaded for comparison.

Net Income

$66,296

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2015: $69,459Net Assets 2015: $69,4592015Assets 2016: $168,396Liabilities 2016: $02016Assets 2017: $176,135Net Assets 2017: $176,1352017Assets 2018: $175,648Net Assets 2018: $175,6482018Assets 2019: $165,571Liabilities 2019: $02019Assets 2020: $183,225Net Assets 2020: $183,2252020Assets 2021: $162,954Net Assets 2021: $162,9542021Assets 2022: $150,298Net Assets 2022: $150,2982022Assets 2023: $145,786Net Assets 2023: $145,7862023Assets 2024: $146,227Liabilities 2024: $0Net Assets 2024: $146,2272024Assets 2025: $86,711Liabilities 2025: $0Net Assets 2025: $86,7112025

Highlighted filing

2015

Assets$69,459
Liabilities-
Net Assets$69,459
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2015: $136,318Expenses 2015: $70,022Net Income 2015: $66,2962015Revenue 2016: $150,951Expenses 2016: $52,014Net Income 2016: $98,9372016Revenue 2017: $66,840Expenses 2017: $59,101Net Income 2017: $7,7392017Revenue 2018: $62,070Expenses 2018: $62,557Net Income 2018: -$4872018Revenue 2019: $51,648Expenses 2019: $61,725Net Income 2019: -$10,0772019Revenue 2020: $47,465Expenses 2020: $29,811Net Income 2020: $17,6542020Revenue 2021: $39,882Expenses 2021: $60,153Net Income 2021: -$20,2712021Revenue 2022: $55,389Expenses 2022: $68,045Net Income 2022: -$12,6562022Revenue 2023: $73,046Expenses 2023: $77,558Net Income 2023: -$4,5122023Revenue 2024: $75,032Expenses 2024: $74,591Net Income 2024: $4412024Revenue 2025: $59,904Expenses 2025: $119,420Net Income 2025: -$59,5162025

Highlighted filing

2015

Revenue$136,318
Expenses$70,022
Net Income$66,296
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$150,689
Mission and Program Overview

Mission

The mission of the sojourner education foundation is to support the education program of sojourner school, a magnet school located in the north clackamas school district. Sojourner has a unique approach to education centered around howard gardner, p.h.d.'s theory of multiple intelligences. It was created in order to find ways to ensure the continuance of the sojouner program.

The mission of the Sojourner Education Foundation is to support the education program of Sojourner School,a magnet school located in the North Clackamas School District. Sojourner has a unique approach to education centered around Howard Gardner, Ph.D's Theory of Multiple Intelligences. It was created in order to find ways to ensure the continuance of the Sojourner program.

Program Services

DescriptionGrantsExpenses
We help support about 170 students and the program's we raise funds for are various music classes including ORFF, violin, Spanish and a "Flow" center for student led creative study and problem solving.$44,121-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve SmithPresident-$0--
Colleen LewySecretary-$0--
Melissa ThomsenTreasurer-$0--
Alicia HamiltonBoard Member-$0--
Jessica GibbonBoard Member-$0--
Heather KittlesonBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$69,233$69,233$5,250$63,983
Raffle$17,780$17,780$4,342$13,438
Total Events$87,013$87,013$13,592$73,421
Filing and Contact Details

Filer

Filer Name
Sojourner Education Foundation
EIN
45-5275219
Phone
5035446932
Address
PO Box 68773, Milwaukie, OR 97268

Signing Officer

Name
Melissa Thomsen
Title
Treasurer
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Lauka Associates PC
Address
3511 SE Milwaukie Ave, Portland, OR 97202
Preparer
John T Lauka
Phone
5032332177
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: NCSD | Donee's Address: 4444 SE Lake Rd Milwaukie, OR 97222 | Cash Amount Given: $44121”

Other Expenses.1003

“Information Technology $18”

Other Expenses.1007

“Conferences, Conventions, and Meetings $144”

Other Expenses.1012

“Insurance $526”

Other Expenses.1

“Classroom $403”

Other Expenses.3

“Bank Charges $48”

Raw XML Appendix172 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Melissa Thomsen
IRS990EZ/BooksInCareOfDetail/PhoneNum05035446932
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 68773
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milwaukie
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097268
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03163
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069459
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt059736
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt066296
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0570
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03163
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069459
IRS990EZ/FundraisingGrossIncomeAmt090953
IRS990EZ/GrantsAndSimilarAmountsPaidAmt044121
IRS990EZ/GrossReceiptsAmt0150689
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03163
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069459
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03163
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069459
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Colleen Lewy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Melissa Thomsen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Alicia Hamilton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jessica Gibbon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Heather Kittleson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01139
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The mission of the Sojourner Education Foundation is to support the education program of Sojourner School,a magnet school located in the North Clackamas School District. Sojourner has a unique approach to education centered around Howard Gardner, Ph.D's Theory of Multiple Intelligences. It was created in order to find ways to ensure the continuance of the Sojourner program.
IRS990EZ/PrintingPublicationsPostageAmt0178
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We help support about 170 students and the program's we raise funds for are various music classes including ORFF, violin, Spanish and a "Flow" center for student led creative study and problem solving.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt044121
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024014
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt014371
IRS990EZ/SpecialEventsNetIncomeLossAmt076582
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070022
IRS990EZ/TotalProgramServiceExpensesAmt044121
IRS990EZ/TotalRevenueAmt0136318
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt059736
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059736
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt059736
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt059736
IRS990ScheduleA/Total509Grp/TotalAmt059736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059736
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt059736
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013592
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Raffle
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt069233
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt087013
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt069233
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017780
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt087013
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt073421
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09592
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05250
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: NCSD | Donee's Address: 4444 SE Lake Rd Milwaukie, OR 97222 | Cash Amount Given: $44121
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $18
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $526
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Classroom $403
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bank Charges $48
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Thomsen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sojourner Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SOJO
ReturnHeader/Filer/EIN0455275219
ReturnHeader/Filer/PhoneNum05035446932
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 68773
ReturnHeader/Filer/USAddress/CityNm0Milwaukie
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lauka Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03511 SE Milwaukie Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097202
ReturnHeader/PreparerPersonGrp/PhoneNum05032332177
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John T Lauka
ReturnHeader/ReturnTs02015-11-16T13:23:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,459
Liabilities
-
Net assets
$69,459
Revenue
$136,318
Expenses
$70,022
Net income
$66,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.60$1.19$0.60
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.75$0.75$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$1.46$0.73$0.78$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$1.50$0.55$0.68$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.63$1.63$0.40$0.60$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$1.83$0.47$0.30$0.18
2019Summary only. Only limited summary data is available for this year.$1.66$0.00$0.52$0.62$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$1.76$0.62$0.63$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$1.76$0.67$0.59$0.08
2016Summary only. Only limited summary data is available for this year.$1.68$0.00$1.51$0.52$0.99
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.69$1.36$0.70$0.66