Civic Intelligence

Willamette Leadership Academy

990 • Fiscal year 2017 • EIN 46-0491274

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 27, 2017

Organization Profilewww.willametteleadershipacademy.net
34020 B StreetEugene, OR 97405

(541) 246-2842

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.56x

Higher debt load relative to assets than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.35x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

51st percentile

3.2%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

47th percentile

2.2%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

6.5%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$1,585,008

Up $34,762 (+2.2%) from 2016

Net Assets

Up

$692,788

Up $82,785 (+14%) from 2016

Liabilities

Down

$892,220

Down $48,023 (-5.1%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin51st percentile

Revenue

Up

$2,547,514

Up $156,601 (+6.5%) from 2016

Expenses

Down

$2,464,728

Down $3,738 (-0.2%) from 2016

Net Income

Up

$82,786

Up $160,339 (+207%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $478,687Liabilities 2012: $4,226Net Assets 2012: $474,4612012Assets 2013: $661,985Liabilities 2013: $16,464Net Assets 2013: $645,5212013Assets 2014: $1,615,958Liabilities 2014: $1,016,354Net Assets 2014: $599,6042014Assets 2015: $1,668,313Liabilities 2015: $980,757Net Assets 2015: $687,5562015Assets 2016: $1,550,246Liabilities 2016: $940,243Net Assets 2016: $610,0032016Assets 2017: $1,585,008Liabilities 2017: $892,220Net Assets 2017: $692,7882017Assets 2018: $1,652,751Liabilities 2018: $954,063Net Assets 2018: $698,6882018Assets 2019: $1,524,441Liabilities 2019: $833,805Net Assets 2019: $690,6362019Assets 2020: $2,017,206Liabilities 2020: $845,899Net Assets 2020: $1,171,3072020Assets 2021: $2,005,039Liabilities 2021: $942,156Net Assets 2021: $1,062,8832021Assets 2022: $1,891,159Liabilities 2022: $759,933Net Assets 2022: $1,131,2262022Assets 2023: $2,211,859Liabilities 2023: $923,835Net Assets 2023: $1,288,0242023Assets 2024: $2,345,018Liabilities 2024: $925,825Net Assets 2024: $1,419,1932024

Highlighted filing

2017

Assets$1,585,008
Liabilities$892,220
Net Assets$692,788
Open 2017 Filing

Operations Trend

Revenue Growth55th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $1,148,2902012Expenses 2013: $1,419,0022013Revenue 2014: $1,943,488Expenses 2014: $1,989,405Net Income 2014: -$45,9172014Revenue 2015: $2,259,699Expenses 2015: $2,171,747Net Income 2015: $87,9522015Revenue 2016: $2,390,913Expenses 2016: $2,468,466Net Income 2016: -$77,5532016Revenue 2017: $2,547,514Expenses 2017: $2,464,728Net Income 2017: $82,7862017Revenue 2018: $2,740,759Expenses 2018: $2,734,859Net Income 2018: $5,9002018Revenue 2019: $2,616,805Expenses 2019: $2,624,857Net Income 2019: -$8,0522019Revenue 2020: $3,187,469Expenses 2020: $2,707,497Net Income 2020: $479,9722020Revenue 2021: $2,436,420Expenses 2021: $2,544,844Net Income 2021: -$108,4242021Revenue 2022: $2,562,753Expenses 2022: $2,494,410Net Income 2022: $68,3432022Revenue 2023: $2,959,555Expenses 2023: $2,802,757Net Income 2023: $156,7982023Revenue 2024: $3,315,815Expenses 2024: $3,184,646Net Income 2024: $131,1692024

Highlighted filing

2017

Revenue$2,547,514
Expenses$2,464,728
Net Income$82,786
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 27, 2017
Return Version
2016v3.0
Gross Receipts
$2,557,642
Mission and Program Overview

Mission

Operation of willamette leadership academy (wla) a military style charter school, which provides academic, social, and emotional instruction to middle and high school students (cadets).

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,120,890$1,095,754▼ $25,136
Cash and Non-Interest-Bearing Accounts$293,417$347,792▲ $54,375
Savings and Temporary Cash Investments$71,060$71,131▲ $71
Prepaid Expenses and Deferred Charges$53,354$70,331▲ $16,977
Accounts Receivable$11,524$0▼ $11,524
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,550,246$1,585,008▲ $34,762
Other Assets Total$1$0▼ $1
Liabilities
Other Liabilities$926,913$884,094▼ $42,819
Accounts Payable and Accrued Expenses$13,330$8,126▼ $5,204
Total Liabilities$940,243$892,220▼ $48,023
Net Assets / Fund Balance
Unrestricted Net Assets$605,078$687,694▲ $82,616
Temporarily Rstr Net Assets$4,925$5,094▲ $169
Total Net Assets Fund Balance$610,003$692,788▲ $82,785
Total Liabilities and Net Assets / Fund Balance$1,550,246$1,585,008▲ $34,762

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$949,208$108,994$1,058,202
Equipment$29,094$142,966$172,060
Land$117,452-$117,452
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
John RobertsChairperson
Richard CarlsonVice Chair
Roberta HowardExecutive Director
Stephen BrandomCOO
Aleshia PasiMember
Cindy HullMember
Stephen OppenheimerMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Pioneer Youth Corps Of Oregon INCManagement87230 CENTRAL RD, Eugene, OR 97402-
Revenue and Support

Revenue Composition

Contributions and Grants
$2,410,347
Program Service Revenue
$129,414
Investment Income
$67
Other Revenue
$7,686
All Other Contributions
$2,182
Change in Net Assets
$82,786

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,547,514
Revenue Not Reported on Form 990
$10,128
Total Revenue per Audited Statements
$2,557,642
Total Revenue per Form 990
$2,547,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,464,728
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
Occupancy-$188,005-$188,005
Other Expenses$76,814$51,681-$76,814
All Other Expenses$11,564$61,228-$72,792
Interest-$54,755-$54,755
Fees for Services Management-$49,500-$49,500
Depreciation Depletion$6,988$40,623-$47,611
Insurance-$45,008-$45,008
Office Expenses$7,184$25,449-$32,633
Fees for Services Accounting-$9,200-$9,200
Information Technology$5,516$1,338-$6,854
Advertising-$950-$950
Travel-$741-$741
Conferences and Meetings-$21-$21
Total Functional Expenses$1,302,582$1,162,146$0$2,464,728

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,474,856
Expenses per Audited Statements$2,464,728
Total Expenses per Form 990$2,464,728
Expenses Not Reported on Form 990$10,128
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,874
Fundraising Direct Expenses$10,128
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
Long Term Debt$884,094
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
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
Yes

Governance Explanations

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“Management or decision making duties have been outsourced to a management company.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“During 2016-17, no committee had authority to act on behalf of the governing body.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the 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 12C: Explanation of Monitoring and Enforcement of Conflicts

“The board of directors approves all significant financial transactions and potential conflicts of interest are always evaluated prior to approval.”

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

“These documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Willamette Leadership Academy
EIN
46-0491274
Phone
5412462842
Address
34020 B STREET, EUGENE, OR 97405

Signing Officer

Name
Roberta Howard
Title
Executive Director
Signed
2017-11-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberta Howard
Formed
2002
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
50

Preparer

Firm
Ras Groupllc
Address
7148 SW Gonzaga St, TIGARD, OR 97223
Preparer
Roy R Rogers
Phone
5036848421
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Cogs $0 fundraising expenses $10128”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Fundraising expenses $10128 cogs expense $0”

Raw XML AppendixShowing 400 of 454 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013330
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08126
IRS990/AccountsReceivableGrp/BOYAmt011524
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Operation of Willamette Leadership Academy (WLA) a military style charter school, which provides academic, social, and emotional instruction to middle and high school students (cadets).
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0950
IRS990/AdvertisingGrp/TotalAmt0950
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt02182
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt061228
IRS990/AllOtherExpensesGrp/ProgramServicesAmt011564
IRS990/AllOtherExpensesGrp/TotalAmt072792
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SHERYL MOSS
IRS990/BooksInCareOfDetail/PhoneNum05412462840
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0380 Q STREET STE 250
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPRINGFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097477
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0293417
IRS990/CashNonInterestBearingGrp/EOYAmt0347792
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt021
IRS990/ConferencesMeetingsGrp/TotalAmt021
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt087230 CENTRAL RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0EUGENE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd097402
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PIONEER YOUTH CORPS OF OREGON INC
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT
IRS990/ContriRptFundraisingEventAmt01361
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02410347
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt067
IRS990/CYOtherExpensesAmt02464728
IRS990/CYOtherRevenueAmt07686
IRS990/CYProgramServiceRevenueAmt0129414
IRS990/CYRevenuesLessExpensesAmt082786
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02464728
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02547514
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt040623
IRS990/DepreciationDepletionGrp/ProgramServicesAmt06988
IRS990/DepreciationDepletionGrp/TotalAmt047611
IRS990/Desc0We served an average of 140 middle school students and 182 high school students. We held a public board meeting monthly.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01302582
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09200
IRS990/FeesForServicesAccountingGrp/TotalAmt09200
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt049500
IRS990/FeesForServicesManagementGrp/TotalAmt049500
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt225.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0CINDY HULL
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm2Roberta Howard
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN OPPENHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm5ALESHIA PASI
IRS990/Form990PartVIISectionAGrp/PersonNm6STEPHEN BRANDOM
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Member
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt3Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6COO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt01361
IRS990/FundraisingDirectExpensesAmt010128
IRS990/FundraisingGrossIncomeAmt016874
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt02406804
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02557642
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01338
IRS990/InformationTechnologyGrp/ProgramServicesAmt05516
IRS990/InformationTechnologyGrp/TotalAmt06854
IRS990/InsuranceGrp/ManagementAndGeneralAmt045008
IRS990/InsuranceGrp/TotalAmt045008
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt054755
IRS990/InterestGrp/TotalAmt054755
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt067
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0251960
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01120890
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01095754
IRS990/LandBldgEquipCostOrOtherBssAmt01347714
IRS990/LegalDomicileStateCd0OR
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Operation of Willamette Leadership Academy (WLA) a military style charter school, which provides academic, social, and emotional instruction to middle and high school students (cadets).
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0610003
IRS990/NetAssetsOrFundBalancesEOYAmt0692788
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06746
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06746
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0200
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0188005
IRS990/OccupancyGrp/TotalAmt0188005
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025449
IRS990/OfficeExpensesGrp/ProgramServicesAmt07184
IRS990/OfficeExpensesGrp/TotalAmt032633
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES - PERSONNEL
IRS990/OtherExpensesGrp/Desc1CONTRACT SERVICES - BENEFITS
IRS990/OtherExpensesGrp/Desc2CONTRACT SERVICES - OTHER
IRS990/OtherExpensesGrp/Desc3SUPPLIES & EQUIPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0555460
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt178187
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt251681
IRS990/OtherExpensesGrp/ProgramServicesAmt0910858
IRS990/OtherExpensesGrp/ProgramServicesAmt1183796
IRS990/OtherExpensesGrp/ProgramServicesAmt299862
IRS990/OtherExpensesGrp/ProgramServicesAmt376814
IRS990/OtherExpensesGrp/TotalAmt01466318
IRS990/OtherExpensesGrp/TotalAmt1261983
IRS990/OtherExpensesGrp/TotalAmt2151543
IRS990/OtherExpensesGrp/TotalAmt376814
IRS990/OtherLiabilitiesGrp/BOYAmt0926913
IRS990/OtherLiabilitiesGrp/EOYAmt0884094
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0940
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0940
IRS990/OtherRevenueTotalAmt0940
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt053354
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt070331
IRS990/PrincipalOfficerNm0Roberta Howard
IRS990/PriorPeriodAdjustmentsAmt0-1
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CHARGES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0129414
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0129414
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02289489
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02447528
IRS990/PYOtherRevenueAmt04556
IRS990/PYProgramServiceRevenueAmt096868
IRS990/PYRevenuesLessExpensesAmt0-77553
IRS990/PYSalariesCompEmpBnftPaidAmt020938
IRS990/PYTotalExpensesAmt02468466
IRS990/PYTotalRevenueAmt02390913
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt082786
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt071060
IRS990/SavingsAndTempCashInvstGrp/EOYAmt071131
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0949208
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0108994
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01058202
IRS990ScheduleD/EquipmentGrp/BookValueAmt029094
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0142966
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0172060
IRS990ScheduleD/ExpensesNotReportedAmt010128
IRS990ScheduleD/ExpensesSubtotalAmt02464728
IRS990ScheduleD/LandGrp/BookValueAmt0117452
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0117452
IRS990ScheduleD/OtherExpensesIncludedAmt010128
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0884094
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG TERM DEBT
IRS990ScheduleD/OtherRevenueAmt010128
IRS990ScheduleD/RevenueNotReportedAmt010128
IRS990ScheduleD/RevenueSubtotalAmt02547514
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COGS $0 FUNDRAISING EXPENSES $10128
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES $10128 COGS EXPENSE $0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01095754
IRS990ScheduleD/TotalExpensesPerForm990Amt02464728
IRS990ScheduleD/TotalLiabilityAmt0884094
IRS990ScheduleD/TotalRevenuePerForm990Amt02547514
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02557642
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02474856
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/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ENTITY WAS RECIPIENT OF STATE SCHOOL FUNDING.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE NONDISCRIMINATION POLICY OF WILLAMETTE LEADERSHIP ACADEMY IS PUBLISHED IN THE STUDENT HANDBOOK AND IN BROCHURES THAT ARE DISTRIBUTED TO THE PULIC.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE FOR STUDENTS. THERE IS NO CHARGE FOR STUDENTS TO ATTEND THE ACADEMY.
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
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OR DECISION MAKING DUTIES HAVE BEEN OUTSOURCED TO A MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING 2016-17, NO COMMITTEE HAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE 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/ExplanationTxt3THE BOARD OF DIRECTORS APPROVES ALL SIGNIFICANT FINANCIAL TRANSACTIONS AND POTENTIAL CONFLICTS OF INTEREST ARE ALWAYS EVALUATED PRIOR TO APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt04925
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt05094
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01550246
IRS990/TotalAssetsEOYAmt01585008
IRS990/TotalAssetsGrp/BOYAmt01550246
IRS990/TotalAssetsGrp/EOYAmt01585008
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02410347
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01162146
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01302582

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,585,008
Liabilities
$892,220
Net assets
$692,788
Revenue
$2,547,514
Expenses
$2,464,728
Net income
$82,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.93$1.42$3.32$3.18$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.92$1.29$2.96$2.80$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.76$1.13$2.56$2.49$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.94$1.06$2.44$2.54$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.85$1.17$3.19$2.71$0.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.83$0.69$2.62$2.62$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.95$0.70$2.74$2.73$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.89$0.69$2.55$2.46$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.94$0.61$2.39$2.47$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.98$0.69$2.26$2.17$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.62$1.02$0.60$1.94$1.99$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.02$0.65$1.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.47$1.15