Form 990-ez, Part I, Line 8
“Rental income 250 total 250”
Poca Technical Institute
990EZ • Fiscal year 2014 • EIN 45-5496763
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Balance Sheet
Assets
$61,819
No earlier filing loaded for comparison.
Net Assets
$50,520
No earlier filing loaded for comparison.
Liabilities
$11,299
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$77,752
No earlier filing loaded for comparison.
Expenses
$60,737
No earlier filing loaded for comparison.
Net Income
$17,015
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2014 to Dec 31, 2014
- Signed
- Nov 6, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $77,752
Mission and Program Overview
Mission
Poca technical institute is a nonprofit, acupuncture school that recruits and trains students to provide acupuncture to underserved communities and to establish an academic foundation for the practice of liberation acupuncture.
Poca technical institute is a nonprofit, technical acupuncture school providing affordable acupuncture training and master's level certification.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| POCA TECHNICAL INSTITUTE PROVIDES A MASTER'S LEVEL CERTIFICATE IN ACUPUNCTURE THAT BOTH MEETS ACCREDIATION REQUIREMENTS AND THAT PREPARES STUDENT GRADUATES FOR SUCCESSFUL EMPLOYMENT. AT YEAR END THERE WERE 11 ACTIVE STUDENTS IN THE SCHOOL PROGRAM. | - | $20,382 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LISA ROHLEDER LAC | Executive Di | PT | $11,761 | - | $11,761 |
| ANDREW WEGMAN LAC | President | PT | $0 | - | - |
| JADE FANG LAC | Secretary | PT | $0 | - | - |
| STEVE KINGBURY LAC | Treasurer | PT | $0 | - | - |
| ROBERT HAYDEN AP MSOM | Director | PT | $0 | - | - |
| SR EILEEN MCKENZIE LAC | Director | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Poca Technical Institute
- EIN
- 45-5496763
- Address
- 3526 NE 57TH AVE, PORTLAND, OR 97213
Signing Officer
- Name
- Lisa Rohleder
- Title
- Executive Director
- Signed
- 2015-11-06
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Wilken & Company Pc Cpas
- Address
- 2435 SW FIFTH AVE, PORTLAND, OR 97201-4966
- Preparer
- Nola J Wilken CPA
- Phone
- 5032251359
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses supplies 283 travel 1,979 insurance 1,042 bank charges 5 credit card fees 1,357 small equipment 700 memberships 100 misc 340 website 623 licensing 2,784 state taxes 60 instructor 1,000 internet 227 library 543 payroll service expense 506 contract employees-poca 13,104 bad debt expense 4,640 total 29,293”
Form 990-ez, Part II, Line 24
“Accounts receivable 0 2,707 prepaid expenses and deferred charges 0 1,367 total 0 4,074”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 0 3,206 deferred revenue 0 8,093”
Form 990-ez, Part III
“Poca technical institute is a nonprofit, technical acupuncture school providing affordable acupuncture training and master's level certification.”
Form 990-ez, Part III, Line 28
“Poca technical institute provides a master's level certificate in acupuncture that both meets accrediation requirements and that prepares student graduates for successful employment. At year end there were 11 active students in the school program.”
Raw XML Appendix156 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.
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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LISA ROHLEDER |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5033359440 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3526 NE 57TH AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PORTLAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OR |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 97213 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 33505 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 57745 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 43347 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 17015 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1058 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 33505 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 61819 |
| IRS990EZ/GrossReceiptsAmt | 0 | 77752 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 57 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 33505 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 50520 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 33505 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 50520 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 7240 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 30.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 11761 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ANDREW WEGMAN LAC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JADE FANG LAC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | STEVE KINGBURY LAC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ROBERT HAYDEN AP MSOM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | SR EILEEN MCKENZIE LAC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LISA ROHLEDER LAC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | EXECUTIVE DI |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4074 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 29293 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 250 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | POCA TECHNICAL INSTITUTE IS A NONPROFIT, TECHNICAL ACUPUNCTURE SCHOOL PROVIDING AFFORDABLE ACUPUNCTURE TRAINING AND MASTER'S LEVEL CERTIFICATION. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 34098 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | POCA TECHNICAL INSTITUTE PROVIDES A MASTER'S LEVEL CERTIFICATE IN ACUPUNCTURE THAT BOTH MEETS ACCREDIATION REQUIREMENTS AND THAT PREPARES STUDENT GRADUATES FOR SUCCESSFUL EMPLOYMENT. AT YEAR END THERE WERE 11 ACTIVE STUDENTS IN THE SCHOOL PROGRAM. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 20382 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 23146 |
| IRS990EZ/SchoolOperatingInd | 0 | true |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | OR |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 11299 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 60737 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 20382 |
| IRS990EZ/TotalRevenueAmt | 0 | 77752 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.POCATECH.COM |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | true |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | false |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | true |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | true |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | false |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | true |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | true |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | POCA TECHNICAL INSTITUTE HAS ADVERTISED ITS NONDISCRIMINATORY POLICY IN THE LOCAL NEWSPAPER. |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 1 | 4.B. POCA TECH OFFERS NO SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE E, LINE 3 |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE E, LINE 4 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | RENTAL INCOME 250 TOTAL 250 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES SUPPLIES 283 TRAVEL 1,979 INSURANCE 1,042 BANK CHARGES 5 CREDIT CARD FEES 1,357 SMALL EQUIPMENT 700 MEMBERSHIPS 100 MISC 340 WEBSITE 623 LICENSING 2,784 STATE TAXES 60 INSTRUCTOR 1,000 INTERNET 227 LIBRARY 543 PAYROLL SERVICE EXPENSE 506 CONTRACT EMPLOYEES-POCA 13,104 BAD DEBT EXPENSE 4,640 TOTAL 29,293 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 0 2,707 PREPAID EXPENSES AND DEFERRED CHARGES 0 1,367 TOTAL 0 4,074 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 3,206 DEFERRED REVENUE 0 8,093 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | POCA TECHNICAL INSTITUTE IS A NONPROFIT, TECHNICAL ACUPUNCTURE SCHOOL PROVIDING AFFORDABLE ACUPUNCTURE TRAINING AND MASTER'S LEVEL CERTIFICATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | POCA TECHNICAL INSTITUTE PROVIDES A MASTER'S LEVEL CERTIFICATE IN ACUPUNCTURE THAT BOTH MEETS ACCREDIATION REQUIREMENTS AND THAT PREPARES STUDENT GRADUATES FOR SUCCESSFUL EMPLOYMENT. AT YEAR END THERE WERE 11 ACTIVE STUDENTS IN THE SCHOOL PROGRAM. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LISA ROHLEDER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-11-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | POCA TECHNICAL INSTITUTE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | POCA |
| ReturnHeader/Filer/EIN | 0 | 455496763 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3526 NE 57TH AVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 97213 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 931161382 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WILKEN & COMPANY PC CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2435 SW FIFTH AVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PORTLAND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 972014966 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5032251359 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-11-06 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | NOLA J WILKEN CPA |
| ReturnHeader/ReturnTs | 0 | 2015-11-06T18:15:21-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $61,819
- Liabilities
- $11,299
- Net assets
- $50,520
- Revenue
- $77,752
- Expenses
- $60,737
- Net income
- $17,015