Civic Intelligence

Lifeworks Nw Solutions

990 • Fiscal year 2016 • EIN 46-2163414

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 02, 2017

Organization ProfileN/A
14600 NW Cornell RoadPortland, OR 97229

(503) 645-3581

Siviq Scores

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

Liabilities / Assets

91st percentile

0.99x

Higher debt load relative to assets than 91% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

58.05x

Higher debt load relative to revenue than 99% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

21st percentile

-4.3%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

0.8%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$8,149,138

Down $362,755 (-4.3%) from 2015

Net Assets

Down

$108,804

Down $21,698 (-17%) from 2015

Liabilities

Down

$8,040,334

Down $341,057 (-4.1%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin16th percentile

Revenue

Up

$138,505

Up $1,066 (+0.8%) from 2015

Expenses

Up

$160,203

Up $19,773 (+14%) from 2015

Net Income

Down

-$21,698

Down $18,707 (-625%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$10M$5.0M$0Assets 2013: $8,230,412Liabilities 2013: $8,047,351Net Assets 2013: $183,0612013Assets 2014: $8,947,412Liabilities 2014: $8,813,919Net Assets 2014: $133,4932014Assets 2015: $8,511,893Liabilities 2015: $8,381,391Net Assets 2015: $130,5022015Assets 2016: $8,149,138Liabilities 2016: $8,040,334Net Assets 2016: $108,8042016Assets 2017: $7,998,184Liabilities 2017: $7,904,817Net Assets 2017: $93,3672017Assets 2018: $8,024,675Liabilities 2018: $7,950,621Net Assets 2018: $74,0542018Assets 2019: $8,058,477Liabilities 2019: $7,996,425Net Assets 2019: $62,0522019Assets 2020: $8,100,061Liabilities 2020: $8,040,334Net Assets 2020: $59,7272020Assets 2021: $8,103,451Liabilities 2021: $0Net Assets 2021: $8,103,4512021Assets 2022: $8,090,421Liabilities 2022: $0Net Assets 2022: $8,090,4212022Assets 2023: $8,090,421Liabilities 2023: $0Net Assets 2023: $8,090,4212023Assets 2024: $8,090,421Liabilities 2024: $0Net Assets 2024: $8,090,4212024

Highlighted filing

2016

Assets$8,149,138
Liabilities$8,040,334
Net Assets$108,804
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

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

$200K$100K$0-$100KRevenue 2013: $0Expenses 2013: $2,759Net Income 2013: -$2,7592013Revenue 2014: $0Expenses 2014: $50,312Net Income 2014: -$50,3122014Revenue 2015: $137,439Expenses 2015: $140,430Net Income 2015: -$2,9912015Revenue 2016: $138,505Expenses 2016: $160,203Net Income 2016: -$21,6982016Revenue 2017: $139,431Expenses 2017: $154,868Net Income 2017: -$15,4372017Revenue 2018: $140,375Expenses 2018: $159,688Net Income 2018: -$19,3132018Revenue 2019: $141,338Expenses 2019: $153,340Net Income 2019: -$12,0022019Revenue 2020: $142,161Expenses 2020: $144,486Net Income 2020: -$2,3252020Revenue 2021: $60,412Expenses 2021: $53,674Net Income 2021: $6,7382021Revenue 2022: $0Expenses 2022: $13,030Net Income 2022: -$13,0302022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2016

Revenue$138,505
Expenses$160,203
Net Income-$21,698
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 2, 2017
Return Version
2015v3.0
Gross Receipts
$138,505
Mission and Program Overview

Mission

The organization is organized and must be operated exclusively for the support and benefit, financially and/or operationally of lifeworks nw, an oregon nonprofit corporation.

The corporation is organized and must be operated exclusively for the support and benefit,financially and/or operationally, of lifeworks nw, and oregon nonprofit corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$227,123$181,321▼ $45,802
Land, Buildings, and Equipment, Net$93,256$77,114▼ $16,142
Accounts Receivable-$75,529-
Total Assets$8,511,893$8,149,138▼ $362,755
Other Assets Total$8,191,514$7,815,174▼ $376,340
Liabilities
Mortgage Notes Payable Secured by Investment Property$8,036,986$8,036,986→ $0
Accounts Payable and Accrued Expenses$344,405$3,348▼ $341,057
Total Liabilities$8,381,391$8,040,334▼ $341,057
Net Assets / Fund Balance
Unrestricted Net Assets$112,060$94,051▼ $18,009
Temporarily Rstr Net Assets$18,442$14,753▼ $3,689
Total Net Assets Fund Balance$130,502$108,804▼ $21,698
Total Liabilities and Net Assets / Fund Balance$8,511,893$8,149,138▼ $362,755

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$77,114$35,366$112,480
Other Assets Org$7,243,866--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Scott AndrewsChairman
Mary MonnatPresident and CEO
Bruce CahnDirector
Connie Dunkle-weyrauchVP of Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$138,505
Other Revenue
$0
Change in Net Assets
$-21,698

Audited Revenue Reconciliation

Revenue per Audited Statements
$138,505
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$138,505
Total Revenue per Form 990
$138,505
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,203
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
Interest$80,370--$80,370
Depreciation Depletion$72,669--$72,669
Other Expenses$7,164--$7,164
Total Functional Expenses$160,203$0$0$160,203

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$160,203
Total Expenses per Audited Statements$160,203
Total Expenses per Form 990$160,203
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Pursuant to the bylaws of the organization, a majority of the board of directors must be appointed by lifeworks nw.”

Form 990, Part VI, Section B, Line 11

“Form 990 was reviewed by members of the board of directors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“A conflict of interest questionnaire and statement is completed/signed annually by all board members.”

Form 990, Part VI, Section B, Line 15

“The organization does not directly pay any officers or employees. Compensation of officers and key employees who are also officers or key employees of lifeworks nw is determined by the compensation policy of that organization, and includes a review by the board executive committee using comparative data from similar organizations.”

Form 990, Part VI, Section C, Line 19

“A complete copy of the organization's form 990 and other governing documents will be made available upon request.”

Filing and Contact Details

Filer

Filer Name
Lifeworks Nw Solutions
EIN
46-2163414
Phone
5036453581
Address
14600 NW CORNELL ROAD, PORTLAND, OR 97229

Signing Officer

Name
Connie Dunkle-weyrauch
Title
VP of Fin, CFO and Secretary
Phone
5036453581
Signed
2017-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Andrews
Formed
2013
Legal Domicile
Or
Voting Board Members
4
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
4900 MEADOWS ROAD STE 200, LAKE OSWEGO, OR 97035-3295
Preparer
Robert M Prill
Phone
5032205900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“There has been no change in the process from the prior year regarding the oversight of the organization's audited financial statements or the selection process of the independent accountants' that audit the financial statements of the organization.”

Financial Statement Notes

PART X, LINE 2:

“Management does not believe that the organization has any uncertain tax positions.”

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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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt018726
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt115289
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014343
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt16761
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARY MONNAT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CONNIE DUNKLE-WEYRAUCH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT AND CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP OF FINANCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0220332
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1174935
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT DIRECTLY PAY ANY OFFICERS OR EMPLOYEES. COMPENSATION OF OFFICERS AND KEY EMPLOYEES WHO ARE ALSO OFFICERS OR KEY EMPLOYEES OF LIFEWORKS NW IS DETERMINED BY THE COMPENSATION POLICY OF THAT ORGANIZATION, AND INCLUDES A REVIEW BY THE BOARD EXECUTIVE COMMITTEE USING COMPARATIVE DATA FROM SIMILAR ORGANIZATIONS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART II:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PURSUANT TO THE BYLAWS OF THE ORGANIZATION, A MAJORITY OF THE BOARD OF DIRECTORS MUST BE APPOINTED BY LIFEWORKS NW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED BY MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A CONFLICT OF INTEREST QUESTIONNAIRE AND STATEMENT IS COMPLETED/SIGNED ANNUALLY BY ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT DIRECTLY PAY ANY OFFICERS OR EMPLOYEES. COMPENSATION OF OFFICERS AND KEY EMPLOYEES WHO ARE ALSO OFFICERS OR KEY EMPLOYEES OF LIFEWORKS NW IS DETERMINED BY THE COMPENSATION POLICY OF THAT ORGANIZATION, AND INCLUDES A REVIEW BY THE BOARD EXECUTIVE COMMITTEE USING COMPARATIVE DATA FROM SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COMPLETE COPY OF THE ORGANIZATION'S FORM 990 AND OTHER GOVERNING DOCUMENTS WILL BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR REGARDING THE OVERSIGHT OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANTS' THAT AUDIT THE FINANCIAL STATEMENTS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LIFEWORKS NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930502822
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COMMUNITY BASED MENTAL HEALTH, ADDICTION, AND PREVENTION SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt014600 NW CORNELL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0972295442
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt018442
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt014753
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08511893
IRS990/TotalAssetsEOYAmt08149138
IRS990/TotalAssetsGrp/BOYAmt08511893
IRS990/TotalAssetsGrp/EOYAmt08149138
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0160203
IRS990/TotalFunctionalExpensesGrp/TotalAmt0160203
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08381391
IRS990/TotalLiabilitiesEOYAmt08040334
IRS990/TotalLiabilitiesGrp/BOYAmt08381391
IRS990/TotalLiabilitiesGrp/EOYAmt08040334
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0130502
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0108804
IRS990/TotalOtherCompensationAmt055119
IRS990/TotalProgramServiceExpensesAmt0160203
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0138505
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138505
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08511893
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08149138
IRS990/TotReportableCompRltdOrgAmt0340148
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0112060
IRS990/UnrestrictedNetAssetsGrp/EOYAmt094051
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014600 NW CORNELL ROAD
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097229
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CONNIE DUNKLE-WEYRAUCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP OF FIN, CFO AND SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05036453581
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFEWORKS NW SOLUTIONS
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0462163414
ReturnHeader/Filer/PhoneNum05036453581
ReturnHeader/Filer/USAddress/AddressLine1Txt014600 NW CORNELL ROAD
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097229
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930743240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN STEWART & SCHMIDT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 MEADOWS ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,149,138
Liabilities
$8,040,334
Net assets
$108,804
Revenue
$138,505
Expenses
$160,203
Net income
-$21,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$8.09$0.00$8.09$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.06$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$8.10$8.04$0.06$0.14$0.14$0.00
2019Detailed filing. Detailed filing data is available for this year.$8.06$8.00$0.06$0.14$0.15$0.01
2018Detailed filing. Detailed filing data is available for this year.$8.02$7.95$0.07$0.14$0.16$0.02
2017Detailed filing. Detailed filing data is available for this year.$8.00$7.90$0.09$0.14$0.15$0.02
2016Detailed filing. Detailed filing data is available for this year.$8.15$8.04$0.11$0.14$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$8.51$8.38$0.13$0.14$0.14$0.00
2014Summary only. Only limited summary data is available for this year.$8.95$8.81$0.13$0.00$0.05$0.05
2013Summary only. Only limited summary data is available for this year.$8.23$8.05$0.18$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $5M-$10M nonprofits