Civic Intelligence

Alberta Abbey Foundation

990 • Fiscal year 2020 • EIN 47-3125530

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 01, 2021

Organization ProfileWWW.ALBERTAABBEY.ORG
126 NE Alberta Street Suite 205Portland, OR 97211

(503) 897-7037

Siviq Scores

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

Liabilities / Assets

97th percentile

2.02x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

1.12x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

16th percentile

-35%

Higher net margin than 16% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

93rd percentile

185%

Faster asset growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

42nd percentile

-23%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$137,291

Up $89,048 (+185%) from 2019

Net Assets

Down

-$139,643

Down $73,722 (-112%) from 2019

Liabilities

Up

$276,934

Up $162,770 (+143%) from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin16th percentile

Revenue

Down

$246,229

Down $71,851 (-23%) from 2019

Expenses

Down

$331,527

Down $67,177 (-17%) from 2019

Net Income

Down

-$85,298

Down $4,674 (-5.8%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

2020

Assets$137,291
Liabilities$276,934
Net Assets-$139,643
Open 2020 Filing

Operations Trend

Revenue Growth42nd percentile

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

2020

Revenue$246,229
Expenses$331,527
Net Income-$85,298
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 1, 2021
Return Version
2020v4.0
Gross Receipts
$246,229
Mission and Program Overview

Mission

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

To nurture the arts in northeast portland by providing affordable education, gallery, studio, performance and meeting space to community members of all ages.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,792$58,428▲ $56,636
Savings and Temporary Cash Investments$117$43,914▲ $43,797
Land, Buildings, and Equipment, Net$30,176$28,443▼ $1,733
Inventories for Sale or Use$4,509$4,509→ $0
Accounts Receivable$10,623$1,997▼ $8,626
Total Assets$48,243$137,291▲ $89,048
Other Assets Total$1,026--
Liabilities
Unsecured Notes Loans Payable$4,000$196,484▲ $192,484
Other Liabilities$17,703$43,730▲ $26,027
Deferred Revenue$62,047$33,193▼ $28,854
Accounts Payable and Accrued Expenses$30,414$3,527▼ $26,887
Total Liabilities$114,164$276,934▲ $162,770
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-65,921$-139,643▼ $73,722
Total Net Assets Fund Balance$-65,921$-139,643▼ $73,722
Total Liabilities and Net Assets / Fund Balance$48,243$137,291▲ $89,048

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$18,176$7,707$25,883
Equipment$10,267$8,179$18,446
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Jonas AngeletPresident
Jeana WoolleyDirector
Jessica HutchinsDirector
Leo HerreraDirector
Nick WeigelDirector
Rob OberdorferDirector
Ruby Joy WhiteDirector
Sandra OberdorferSecretary
Eric PaineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$80,855
Program Service Revenue
$165,370
Investment Income
$4
Other Revenue
$0
All Other Contributions
$76,220
Change in Net Assets
$-85,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$235,528
Salaries, Compensation, and Employee Benefits$95,999
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$140,354$25,110-$165,464
Other Salaries and Wages$84,979$128-$85,107
Office Expenses$9,451$1,800-$11,251
Payroll Taxes$9,258$1,634-$10,892
Insurance$8,415$1,603-$10,018
Depreciation Depletion$4,604$628-$5,232
Fees for Services Accounting-$5,189-$5,189
Advertising$5,022--$5,022
All Other Expenses$2,393$706-$3,099
Other Expenses$1,687$321-$2,008
Interest$1,421--$1,421
Fees for Services Legal-$112-$112
Total Functional Expenses$293,666$37,861$0$331,527
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Alberta Abbey LLCControlled EntyPaid as Rent ExpenseNo$127,254
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Rents Received$22,047
Tenant Security Deposits$21,683
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The external accounting firm (cpa) prepares the form 990 as soon as possible and forwards a draft to the executive director and executive committee for review. The executive director receives any comments from the executive committee and relays them (if any) along with his/hers to the cpa firm for explanations/changes. Once the draft has been approved, instructions are given to the cpa firm to prepare a final version for signature and authorization for electronic filing. At that time the full board has access to the 990.”

Form 990, Page 6, Part VI, Line 15A

“The executive director's salary is reviewed annually as part of the budgeting process and based on goals and criteria established previously. Adjustments to salary is based upon performance with those goals and financial capability.”

Form 990, Page 6, Part VI, Line 19

“Documents are provided within a reasonable amount of time from a when written request is received.”

Filing and Contact Details

Filer

Filer Name
Alberta Abbey Foundation
EIN
47-3125530
Phone
5038977037
Address
126 NE ALBERTA STREET SUITE 205, PORTLAND, OR 97211

Signing Officer

Name
Leah Mocsy
Title
Executive Director
Phone
5038977037
Signed
2021-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leah Mocsy
Formed
2016
Voting Board Members
9
Independent Board Members
9
Employees
11

Preparer

Firm
Richard R Harris CPA
Address
5257 NE MARTIN LUTHER KING, PORTLAND, OR 97211
Preparer
Rick Harris
Phone
5032802030
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0191479
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0133974
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0114585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt066012
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0671420
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt01168549
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0246225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0318080
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0279927
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0152085
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0172232
IRS990ScheduleA/Total509Grp/TotalAmt01168549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0246229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0318080
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0279927
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0152085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0172232
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01168553
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt010267
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08179
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018446
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt018176
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07707
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt025883
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022047
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt121683
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID RENTS RECEIVED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt028443
IRS990ScheduleD/TotalLiabilityAmt043730
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ALBERTA ABBEY LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CONTROLLED ENTY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0127254
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PAID AS RENT EXPENSE
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXTERNAL ACCOUNTING FIRM (CPA) PREPARES THE FORM 990 AS SOON AS POSSIBLE AND FORWARDS A DRAFT TO THE EXECUTIVE DIRECTOR AND EXECUTIVE COMMITTEE FOR REVIEW. THE EXECUTIVE DIRECTOR RECEIVES ANY COMMENTS FROM THE EXECUTIVE COMMITTEE AND RELAYS THEM (IF ANY) ALONG WITH HIS/HERS TO THE CPA FIRM FOR EXPLANATIONS/CHANGES. ONCE THE DRAFT HAS BEEN APPROVED, INSTRUCTIONS ARE GIVEN TO THE CPA FIRM TO PREPARE A FINAL VERSION FOR SIGNATURE AND AUTHORIZATION FOR ELECTRONIC FILING. AT THAT TIME THE FULL BOARD HAS ACCESS TO THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY AS PART OF THE BUDGETING PROCESS AND BASED ON GOALS AND CRITERIA ESTABLISHED PREVIOUSLY. ADJUSTMENTS TO SALARY IS BASED UPON PERFORMANCE WITH THOSE GOALS AND FINANCIAL CAPABILITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE PROVIDED WITHIN A REASONABLE AMOUNT OF TIME FROM A WHEN WRITTEN REQUEST IS RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt048243
IRS990/TotalAssetsEOYAmt0137291
IRS990/TotalAssetsGrp/BOYAmt048243
IRS990/TotalAssetsGrp/EOYAmt0137291
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt080855
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037861
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0293666
IRS990/TotalFunctionalExpensesGrp/TotalAmt0331527
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0114164
IRS990/TotalLiabilitiesEOYAmt0276934
IRS990/TotalLiabilitiesGrp/BOYAmt0114164
IRS990/TotalLiabilitiesGrp/EOYAmt0276934
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-65921
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-139643
IRS990/TotalProgramServiceExpensesAmt0293666
IRS990/TotalProgramServiceRevenueAmt0165370
IRS990/TotalRevenueGrp/ExclusionAmt04
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0165370
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0246229
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt048243
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0137291
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt04000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0196484
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0126 NE ALBERTA STREET
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097211
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.ALBERTAABBEY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEAH MOCSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05038977037
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERTA ABBEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0473125530
ReturnHeader/Filer/PhoneNum05038977037
ReturnHeader/Filer/USAddress/AddressLine1Txt0126 NE ALBERTA STREET SUITE 205
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931178074
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHARD R HARRIS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05257 NE MARTIN LUTHER KING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097211
ReturnHeader/PreparerPersonGrp/PhoneNum05032802030
ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICK HARRIS
ReturnHeader/ReturnTs02023-07-27T11:51:33-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOCSY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$137,291
Liabilities
$276,934
Net assets
-$139,643
Revenue
$246,229
Expenses
$331,527
Net income
-$85,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.38$0.17$1.27$1.14$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.40$0.29$1.12$1.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.09$0.35$0.26$0.68$0.77$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.39$0.17$0.40$0.42$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.14$0.28$0.14$0.25$0.33$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.11$0.07$0.32$0.40$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.06$0.01$0.28$0.29$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.01$0.02$0.15$0.13$0.02
2016Summary only. Only limited summary data is available for this year.$0.01$0.01$0.17$0.17$0.01