Civic Intelligence

Alberta Abbey Foundation

990EZ • Fiscal year 2017 • EIN 47-3125530

Jan 01, 2017 to Dec 31, 2017 • Filed on May 22, 2018

126 NE Alberta StreetPortland, OR 97211

(503) 897-7037

Siviq Scores

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

Liabilities / Assets

86th percentile

0.29x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.06x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

168%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$31,486

Up $19,723 (+168%) from 2016

Net Assets

$22,241

No earlier filing loaded for comparison.

Liabilities

Up

$9,245

Up $3,142 (+51%) from 2016

Revenue

Down

$152,086

Down $20,146 (-12%) from 2016

Expenses

Down

$132,285

Down $34,287 (-21%) from 2016

Net Income

Up

$19,801

Up $14,141 (+250%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$200K$0-$200K-$400KAssets 2016: $11,763Liabilities 2016: $6,1032016Assets 2017: $31,486Liabilities 2017: $9,245Net Assets 2017: $22,2412017Assets 2018: $76,163Liabilities 2018: $61,460Net Assets 2018: $14,7032018Assets 2019: $48,243Liabilities 2019: $114,164Net Assets 2019: -$65,9212019Assets 2020: $137,291Liabilities 2020: $276,934Net Assets 2020: -$139,6432020Assets 2021: $219,349Liabilities 2021: $386,130Net Assets 2021: -$166,7812021Assets 2022: $92,027Liabilities 2022: $349,351Net Assets 2022: -$257,3242022Assets 2023: $109,598Liabilities 2023: $397,633Net Assets 2023: -$288,0352023Assets 2024: $206,731Liabilities 2024: $377,371Net Assets 2024: -$170,6402024

Highlighted filing

2017

Assets$31,486
Liabilities$9,245
Net Assets$22,241

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $172,232Expenses 2016: $166,572Net Income 2016: $5,6602016Revenue 2017: $152,086Expenses 2017: $132,285Net Income 2017: $19,8012017Revenue 2018: $279,927Expenses 2018: $287,465Net Income 2018: -$7,5382018Revenue 2019: $318,080Expenses 2019: $398,704Net Income 2019: -$80,6242019Revenue 2020: $246,229Expenses 2020: $331,527Net Income 2020: -$85,2982020Revenue 2021: $396,365Expenses 2021: $423,503Net Income 2021: -$27,1382021Revenue 2022: $680,182Expenses 2022: $770,725Net Income 2022: -$90,5432022Revenue 2023: $1,120,533Expenses 2023: $1,151,244Net Income 2023: -$30,7112023Revenue 2024: $1,268,574Expenses 2024: $1,143,826Net Income 2024: $124,7482024

Highlighted filing

2017

Revenue$152,086
Expenses$132,285
Net Income$19,801
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 22, 2018
Return Version
2017v2.2
Gross Receipts
$152,086
Mission and Program Overview

Mission

To foster exposure and development of the arts for children and adults of all backgrounds in Northeast Portland.

Program Services

DescriptionGrantsExpenses
TO PROVIDE EVENT SPACE TO LOCAL ARTS ORGANIZATIONS FOR MUSIC, DANCE, THEATER AND VISUAL ARTS PRODUCTIONS.$0$69,370
TO PROVIDE OFFICE SPACE FOR ARTS ORGANIZATIONS THAT MIGHT NOT BE ABLE TO AFFORD IT OTHERWISE$0$40,974
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS ADAMSChairmanPT$0--
BILLY BORKSecretaryPT$0--
DAN STEFFEYPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Alberta Abbey Foundation
EIN
47-3125530
Phone
5038977037
Address
126 NE ALBERTA STREET, PORTLAND, OR 97211

Signing Officer

Name
Dan Steffey
Title
President
Phone
5038977037
Signed
2018-05-22
Discuss with paid preparer
Yes

Preparer

Firm
HENSIEK & CARON CPA'S
Address
650 SIERRA MADRE VILLA 303, PASADENA, CA 91107
Preparer
Susan Caron
Phone
6267929988
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 1. Description: offices and venue, 126 ne albert street. Amount: 114,585. Total to form 990-ez, line 8: 114,586.

Form 990-ez, Part I, Line 14

Description: hosting. Amount: 18,305. Description: commission. Amount: 7,665. Description: salaries. Amount: 20,676. Description: management fee. Amount: 366. Description: occupancy. Amount: 56,553. Description: insurance. Amount: 2,220. Description: it supplies. Amount: 1,824. Description: depreciation. Amount: 909. Description: office. Amount: 1,826. Total to form 990-ez, line 14: 110,344.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office. Amount: 756. Description: insurance. Amount: 555. Description: travel. Amount: 525. Description: it supplies. Amount: 456. Description: bank charges. Amount: 949. Total to form 990-ez, line 16: 3,241.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: adjustment for proper reconciliation of accounts. Amount: -3,220.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 500.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 6,103. End of year amount: 0. Description: security deposit. Beg. Of year amount: 0. End of year amount: 9,245.

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05038977037
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0126 NE ALBERTA STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097211
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09493
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05660
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05660
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022241
IRS990EZ/OccupancyRentUtltsAndMaintAmt0123875
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENNIS ADAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILLY BORK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN STEFFEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0500
IRS990EZ/OtherChangesInNetAssetsAmt0-3220
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt03241
IRS990EZ/OtherRevenueTotalAmt0114586
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER EXPOSURE AND DEVELOPMENT OF THE ARTS FOR CHILDREN AND ADULTS OF ALL BACKGROUNDS IN NORTHEAST PORTLAND.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE OFFICE SPACE FOR ARTS ORGANIZATIONS THAT MIGHT NOT BE ABLE TO AFFORD IT OTHERWISE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE EVENT SPACE TO LOCAL ARTS ORGANIZATIONS FOR MUSIC, DANCE, THEATER AND VISUAL ARTS PRODUCTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040974
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt169370
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt05169
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt0110344
IRS990EZ/TotalRevenueAmt0152086
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ALBERTAABBEY.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0106220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0143720
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0172232
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0152086
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0172232
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0324318
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1. DESCRIPTION: OFFICES AND VENUE, 126 NE ALBERT STREET. AMOUNT: 114,585. TOTAL TO FORM 990-EZ, LINE 8: 114,586.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: HOSTING. AMOUNT: 18,305. DESCRIPTION: COMMISSION. AMOUNT: 7,665. DESCRIPTION: SALARIES. AMOUNT: 20,676. DESCRIPTION: MANAGEMENT FEE. AMOUNT: 366. DESCRIPTION: OCCUPANCY. AMOUNT: 56,553. DESCRIPTION: INSURANCE. AMOUNT: 2,220. DESCRIPTION: IT SUPPLIES. AMOUNT: 1,824. DESCRIPTION: DEPRECIATION. AMOUNT: 909. DESCRIPTION: OFFICE. AMOUNT: 1,826. TOTAL TO FORM 990-EZ, LINE 14: 110,344.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OFFICE. AMOUNT: 756. DESCRIPTION: INSURANCE. AMOUNT: 555. DESCRIPTION: TRAVEL. AMOUNT: 525. DESCRIPTION: IT SUPPLIES. AMOUNT: 456. DESCRIPTION: BANK CHARGES. AMOUNT: 949. TOTAL TO FORM 990-EZ, LINE 16: 3,241.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ADJUSTMENT FOR PROPER RECONCILIATION OF ACCOUNTS. AMOUNT: -3,220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 6,103. END OF YEAR AMOUNT: 0. DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 9,245.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN STEFFEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05038977037
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERTA ABBEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0473125530
ReturnHeader/Filer/PhoneNum05038977037
ReturnHeader/Filer/USAddress/AddressLine1Txt0126 NE ALBERTA STREET
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097211
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F7C5F2421241BF3782DBB7A27F28BC0E6D76E983
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.51.47.218
ReturnHeader/FilingSecurityInformation/IPDt02018-05-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm015:07:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954611603
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENSIEK & CARON CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0650 SIERRA MADRE VILLA 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PASADENA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091107
ReturnHeader/PreparerPersonGrp/PhoneNum06267929988
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN CARON
ReturnHeader/ReturnTs02018-05-24T11:18:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings