Civic Intelligence

Willamette Leadership Academy

990 • Fiscal year 2023 • EIN 46-0491274

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 24, 2024

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

81st percentile

0.42x

Higher debt load relative to assets than 81% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.31x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

52nd percentile

5.3%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$2,211,859

Up $320,700 (+17%) from 2022

Net Assets

Up

$1,288,024

Up $156,798 (+14%) from 2022

Liabilities

Up

$923,835

Up $163,902 (+22%) from 2022

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin52nd percentile

Revenue

Up

$2,959,555

Up $396,802 (+15%) from 2022

Expenses

Up

$2,802,757

Up $308,347 (+12%) from 2022

Net Income

Up

$156,798

Up $88,455 (+129%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2023

Assets$2,211,859
Liabilities$923,835
Net Assets$1,288,024
Open 2023 Filing

Operations Trend

Revenue Growth62nd 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

2023

Revenue$2,959,555
Expenses$2,802,757
Net Income$156,798
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 24, 2024
Return Version
2022v5.0
Gross Receipts
$2,959,555
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$1,026,670$998,969▼ $27,701
Cash and Non-Interest-Bearing Accounts$588,051$967,461▲ $379,410
Accounts Receivable$249,104$205,797▼ $43,307
Prepaid Expenses and Deferred Charges$12,393$24,686▲ $12,293
Savings and Temporary Cash Investments$14,206$14,211▲ $5
Total Assets$1,891,159$2,211,859▲ $320,700
Other Assets Total$735$735→ $0
Liabilities
Other Liabilities$736,551$696,760▼ $39,791
Accounts Payable and Accrued Expenses$23,382$227,075▲ $203,693
Total Liabilities$759,933$923,835▲ $163,902
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,122,902$1,273,243▲ $150,341
Net Assets With Donor Restrictions$8,324$14,781▲ $6,457
Total Net Assets Fund Balance$1,131,226$1,288,024▲ $156,798
Total Liabilities and Net Assets / Fund Balance$1,891,159$2,211,859▲ $320,700

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$779,491$272,032$1,051,523
Land$219,478-$117,452
Equipment-$2,300$2,300
Other Assets Org$735--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Richard CarlsonChairperson
Angie McnultyPast Vice Chairperson
John RobertsVice Chairperson
Stephen OppenheimerBoard Treasurersecretary
Roseanna BarlowMember
Tony PetermenMember
Revenue and Support

Revenue Composition

Contributions and Grants
$2,907,775
Program Service Revenue
$37,132
Investment Income
$0
Other Revenue
$14,648
All Other Contributions
$581,195
Change in Net Assets
$156,798

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,959,555
Total Revenue per Audited Statements
$2,959,555
Total Revenue per Form 990
$2,959,555
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,802,757
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
All Other Expenses$110,287$216,113-$326,400
Occupancy-$123,872-$123,872
Other Expenses$65,892$46,529-$112,421
Information Technology$69,316$15,897-$85,213
Fees for Services Management-$82,968-$82,968
Interest-$30,409-$30,409
Insurance-$29,646-$29,646
Depreciation Depletion$1,967$25,734-$27,701
Advertising$24,557--$24,557
Fees for Services Accounting-$14,400-$14,400
Office Expenses-$10,462-$10,462
Fees for Services Other-$4,777-$4,777
Fees for Services Legal-$3,657-$3,657
Total Functional Expenses$1,631,862$1,170,895$0$2,802,757

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,802,757
Total Expenses per Audited Statements$2,802,757
Total Expenses per Form 990$2,802,757
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,396
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$696,760
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 2022-23, 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
Lisa Arellano
Title
CEO
Phone
5412462842
Signed
2024-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Arellano
Formed
2002
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
10

Preparer

Firm
Paulyrogers and Co Pc
Address
12700 SW 72ND AVE, PORTLAND, OR 97223
Preparer
Roy R Rogers
Phone
5036202632
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Program services (column b):printing and publication......$12,257materials and supplies........$98,029 management services (column c):postage and shipping ...........$2,096printing and publication .......$1,106materials and supplies .........$5,190bus transportation .............$207,316bank fees ......................$405”

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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO SCHOLOARSHIPS 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)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DURING 2022-23, 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.
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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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other expenses Part IX line 24e
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,211,859
Liabilities
$923,835
Net assets
$1,288,024
Revenue
$2,959,555
Expenses
$2,802,757
Net income
$156,798
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
2023Detailed filing. Detailed filing data is available for this year.$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
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