Civic Intelligence

Willamette Leadership Academy

990 • Fiscal year 2020 • EIN 46-0491274

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 21, 2020

Organization ProfileWWW.WILLAMETTELEADERSHIPACADEMY.NET
380 Q Street Suite 13Springfield, OR 97477

(541) 246-2842

Siviq Scores

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

Liabilities / Assets

77th percentile

0.42x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.27x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

43rd percentile

$34,348

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

80th percentile

32%

Faster asset growth than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$2,017,206

Up $492,765 (+32%) from 2019

Net Assets

Up

$1,171,307

Up $480,671 (+70%) from 2019

Liabilities

Up

$845,899

Up $12,094 (+1.5%) from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin67th percentile

Revenue

Up

$3,187,469

Up $570,664 (+22%) from 2019

Expenses

Up

$2,707,497

Up $82,640 (+3.1%) from 2019

Net Income

Up

$479,972

Up $488,024 (+6061%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2020

Assets$2,017,206
Liabilities$845,899
Net Assets$1,171,307
Open 2020 Filing

Operations Trend

Revenue Growth76th 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

2020

Revenue$3,187,469
Expenses$2,707,497
Net Income$479,972
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 21, 2020
Return Version
2019v5.1
Gross Receipts
$3,209,233
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).

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$1,117,019$1,078,052▼ $38,967
Cash and Non-Interest-Bearing Accounts$330,887$623,067▲ $292,180
Accounts Receivable$31,829$297,789▲ $265,960
Savings and Temporary Cash Investments$14,197$14,203▲ $6
Prepaid Expenses and Deferred Charges$30,509$3,360▼ $27,149
Total Assets$1,524,441$2,017,206▲ $492,765
Other Assets Total-$735-
Liabilities
Other Liabilities$805,367$781,506▼ $23,861
Accounts Payable and Accrued Expenses$28,438$64,393▲ $35,955
Total Liabilities$833,805$845,899▲ $12,094
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$673,688$1,157,156▲ $483,468
Net Assets With Donor Restrictions$16,948$14,151▼ $2,797
Total Net Assets Fund Balance$690,636$1,171,307▲ $480,671
Total Liabilities and Net Assets / Fund Balance$1,524,441$2,017,206▲ $492,765

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$861,937$189,586$1,051,523
Land$214,436-$117,452
Equipment$1,679$20,767$22,446
Other Assets Org$735--
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roberta HowardExecutive DirectorPT$34,348$34,348

Board Members and Trustees

NameTitle
Richard CarlsonChairperson
Kelby StewartMember
Nicole DegraffMember
Roseanna NelsonMember
Stephen OppenheimerSecretary
John RobertsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,133,373
Program Service Revenue
$75,131
Investment Income
$-21,759
Other Revenue
$724
All Other Contributions
$15,402
Change in Net Assets
$479,972

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,187,469
Total Revenue per Audited Statements
$3,187,469
Total Revenue per Form 990
$3,187,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,673,149
Salaries, Compensation, and Employee Benefits$34,348
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$207,225$77,492-$284,717
Occupancy-$212,313-$212,313
All Other Expenses$13,578$140,216-$153,794
Interest-$46,982-$46,982
Office Expenses$12,583$30,028-$42,611
Depreciation Depletion$2,906$34,328-$37,234
Insurance-$37,192-$37,192
Current Officers, Directors, Trustees, and Key Employees-$34,348-$34,348
Fees for Services Management-$19,901-$19,901
Fees for Services Other-$12,113-$12,113
Fees for Services Accounting-$11,100-$11,100
Information Technology$540$2,522-$3,062
Fees for Services Legal-$2,010-$2,010
Advertising-$550-$550
Total Functional Expenses$1,307,260$1,400,237$0$2,707,497

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,707,497
Total Expenses per Audited Statements$2,707,497
Total Expenses per Form 990$2,707,497
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$386
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long Term Debt$781,506
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 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
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

Management duties delegation Part VI line 3

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

Committee meeting documentation Part VI line 8B

“During 2019-20, no committee had authority to act on behalf of the governing body.”

Form 990 governing body review Part VI line 11

“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 services. Each board member is notified and an electronic copy is available upon request.”

Conflict of interest policy compliance Part VI line 12C

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

Governing documents etc available to public Part VI line 19

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

Filing and Contact Details

Filer

Filer Name
Willamette Leadership Academy
EIN
46-0491274
Address
380 Q Street Suite 13, Springfield, OR 97477

Signing Officer

Name
Roberta Howard
Title
Executive Direc
Phone
5412462842
Signed
2020-09-21
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
20

Preparer

Firm
Pauly Rogers and Co Pc
Address
12700 SW 72ND AVE, Portland, OR 97223
Preparer
Roy R Rogers
Phone
5036202632
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IRS990/PYInvestmentIncomeAmt01593
IRS990/PYOtherExpensesAmt02595639
IRS990/PYOtherRevenueAmt012173
IRS990/PYProgramServiceRevenueAmt0152966
IRS990/PYRevenuesLessExpensesAmt0-8052
IRS990/PYSalariesCompEmpBnftPaidAmt029218
IRS990/PYTotalExpensesAmt02624857
IRS990/PYTotalRevenueAmt02616805
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IRS990/ReconcilationRevenueExpnssAmt0479972
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014197
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014203
IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0861937
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0189586
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01051523
IRS990ScheduleD/EquipmentGrp/BookValueAmt01679
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020767
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022446
IRS990ScheduleD/ExpensesSubtotalAmt02707497
IRS990ScheduleD/LandGrp/BookValueAmt0214436
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt096984
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0117452
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0735
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0781506
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG TERM DEBT
IRS990ScheduleD/RevenueSubtotalAmt03187469
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01078052
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0735
IRS990ScheduleD/TotalExpensesPerForm990Amt02707497
IRS990ScheduleD/TotalLiabilityAmt0781506
IRS990ScheduleD/TotalRevenuePerForm990Amt03187469
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03187469
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02707497
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/ExplanationTxt0THERE ARE NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE FOR STUDENTS. THERE IS NO CHARGE FOR STUDENTS TO ATTEND THE ACADEMY.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1ENTITY WAS RECIPIENT OF STATE SCHOOL FUNDING
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE NONDISCRIMINATION POLICY OF WILLAMETTE LEADERSHIP ACADEMY IS PUBLISHED IN THE STUDENT HANDBOOK AND IN THE BROCHURES THAT ARE DISTRIBUTED TO THE PUBLIC.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Record maintenances (Questions 4a, 4b, 4c or 4d)
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Governmental Agency Financial Aid (Questions 6a and 6b)
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of nondiscriminatory policy (Question 3)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT OR DECISION MAKING DUTIES HAVE BEEN OUTSOURCED TO A MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING 2019-20, 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 SERVICES. 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/FormAndLineReferenceDesc0Management duties delegation Part VI line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01307260
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03187469
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02017206
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.WILLAMETTELEADERSHIPACADEMY.NET
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA HOWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum05412462842
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLAMETTE LEADERSHIP ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0460491274
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 Q Street Suite 13

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,017,206
Liabilities
$845,899
Net assets
$1,171,307
Revenue
$3,187,469
Expenses
$2,707,497
Net income
$479,972
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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