Civic Intelligence

Emerson School Inc.

990 • Fiscal year 2021 • EIN 52-2368753

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 25, 2021

Organization ProfileEMERSONSCHOOL.ORG
428 NW 20th AvenuePortland, OR 97209

(503) 525-6124

Siviq Scores

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

Liabilities / Assets

95th percentile

1.18x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

1.32x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

26th percentile

0.2%

Higher net margin than 26% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$73,426

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

55th percentile

12%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

0.7%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$1,348,458

Up $142,744 (+12%) from 2020

Net Assets

Up

-$238,755

Up $2,091 (+0.9%) from 2020

Liabilities

Up

$1,587,213

Up $140,653 (+9.7%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin26th percentile

Revenue

Up

$1,199,538

Up $8,004 (+0.7%) from 2020

Expenses

Down

$1,197,447

Down $17,266 (-1.4%) from 2020

Net Income

Up

$2,091

Up $25,270 (+109%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2012: $295,250Liabilities 2012: $57,237Net Assets 2012: $238,0132012Assets 2013: $292,127Liabilities 2013: $58,097Net Assets 2013: $234,0302013Assets 2014: $308,807Liabilities 2014: $62,624Net Assets 2014: $246,1832014Assets 2015: $439,727Liabilities 2015: $290,370Net Assets 2015: $149,3572015Assets 2016: $461,003Liabilities 2016: $618,581Net Assets 2016: -$157,5782016Assets 2017: $937,025Liabilities 2017: $1,153,408Net Assets 2017: -$216,3832017Assets 2018: $817,084Liabilities 2018: $952,539Net Assets 2018: -$135,4552018Assets 2019: $1,217,242Liabilities 2019: $1,434,909Net Assets 2019: -$217,6672019Assets 2020: $1,205,714Liabilities 2020: $1,446,560Net Assets 2020: -$240,8462020Assets 2021: $1,348,458Liabilities 2021: $1,587,213Net Assets 2021: -$238,7552021Assets 2022: $1,213,447Liabilities 2022: $1,433,099Net Assets 2022: -$219,6522022Assets 2023: $1,129,229Liabilities 2023: $1,383,622Net Assets 2023: -$254,3932023Assets 2024: $5,297,901Liabilities 2024: $5,507,358Net Assets 2024: -$209,4572024Assets 2025: $5,199,155Liabilities 2025: $5,585,104Net Assets 2025: -$385,9492025

Highlighted filing

2021

Assets$1,348,458
Liabilities$1,587,213
Net Assets-$238,755
Open 2021 Filing

Operations Trend

Revenue Growth33rd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2012: $839,2762012Revenue 2013: $845,241Expenses 2013: $868,518Net Income 2013: -$23,2772013Revenue 2014: $909,368Expenses 2014: $897,215Net Income 2014: $12,1532014Revenue 2015: $944,925Expenses 2015: $753,429Net Income 2015: $191,4962015Revenue 2016: $991,992Expenses 2016: $1,298,927Net Income 2016: -$306,9352016Revenue 2017: $1,032,076Expenses 2017: $1,090,881Net Income 2017: -$58,8052017Revenue 2018: $1,119,444Expenses 2018: $1,055,445Net Income 2018: $63,9992018Revenue 2019: $1,075,181Expenses 2019: $1,157,393Net Income 2019: -$82,2122019Revenue 2020: $1,191,534Expenses 2020: $1,214,713Net Income 2020: -$23,1792020Revenue 2021: $1,199,538Expenses 2021: $1,197,447Net Income 2021: $2,0912021Revenue 2022: $1,209,908Expenses 2022: $1,190,805Net Income 2022: $19,1032022Revenue 2023: $1,251,577Expenses 2023: $1,286,318Net Income 2023: -$34,7412023Revenue 2024: $1,619,855Expenses 2024: $1,574,919Net Income 2024: $44,9362024Revenue 2025: $1,586,452Expenses 2025: $1,762,944Net Income 2025: -$176,4922025

Highlighted filing

2021

Revenue$1,199,538
Expenses$1,197,447
Net Income$2,091
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 25, 2021
Return Version
2020v4.1
Gross Receipts
$1,199,538
Mission and Program Overview

Mission

Operation of a public charter school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$574,039$679,405▲ $105,366
Accounts Receivable-$49,164-
Prepaid Expenses and Deferred Charges$7,384--
Total Assets$1,205,714$1,348,458▲ $142,744
Other Assets Total$624,291$619,889▼ $4,402
Liabilities
Other Liabilities$1,361,856$1,477,073▲ $115,217
Accounts Payable and Accrued Expenses$73,100$94,812▲ $21,712
Deferred Revenue$11,604$15,328▲ $3,724
Total Liabilities$1,446,560$1,587,213▲ $140,653
Net Assets / Fund Balance
Net Assets With Donor Restrictions$82,971$72,753▼ $10,218
Net Assets Without Donor Restrictions$-323,817$-311,508▲ $12,309
Total Net Assets Fund Balance$-240,846$-238,755▲ $2,091
Total Liabilities and Net Assets / Fund Balance$1,205,714$1,348,458▲ $142,744

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$619,889--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sunita SandozVice PresidentFT$69,270$4,156$73,426

Board Members and Trustees

NameTitle
Jesse SweetPresident
Deb BrownDirector
Phuong HartDirector
Kylene Kilgore-parksSecretary
Eric MaxenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,199,538
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$29,022
Change in Net Assets
$2,091

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,199,538
Total Revenue per Audited Statements
$1,199,538
Total Revenue per Form 990
$1,199,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$967,869
Other Expenses$229,578
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$420,103$98,570-$518,673
Pension Plan Contributions$178,290$74,769-$253,059
Occupancy-$130,728-$130,728
Current Officers, Directors, Trustees, and Key Employees-$81,551-$81,551
Other Employee Benefits$35,740$24,392-$60,132
Payroll Taxes$38,367$16,087-$54,454
Fees for Services Accounting-$19,711-$19,711
Information Technology-$15,337-$15,337
Insurance-$14,850-$14,850
Fees for Services Legal-$13,644-$13,644
Office Expenses$3,013$5,887-$8,900
Fees for Services Other-$2,971-$2,971
Other Expenses$2,895$478-$478
Advertising-$379-$379
All Other Expenses-$371-$371
Conferences and Meetings-$116-$116
Total Functional Expenses$697,355$500,092$0$1,197,447

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,197,447
Total Expenses per Audited Statements$1,197,447
Total Expenses per Form 990$1,197,447
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pension Liabilities$1,253,172
Pension Related Deferrals$223,901
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Governing documents etc available to public Part VI line 19

“The organizations governing documents, conflict of interest policy, and financial statements are generally not available to the public.”

Filing and Contact Details

Filer

Filer Name
The Emerson School
EIN
52-2368753
Address
428 NW 20th Avenue, Portland, OR 97209

Signing Officer

Name
Sunita Sandoz
Title
Vice President
Phone
5035256124
Signed
2021-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sunita Sandoz
Formed
2003
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
5
Employees
28
Volunteers
175

Preparer

Firm
Pauly Rogers and Co Pc
Address
12700 SW 72ND AVE, TIGARD, OR 97223
Preparer
Roy R Rogers
Phone
5036202632
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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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IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL RECEIVED ASSISTANCE FROM THE STATE DEPARTMENT OF EDUCATION AND A PORTION OF THE PORTLAND CITY ARTS TAX.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE EMERSON SCHOOL INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY TOWARDS STUDENTS IN ALL DOCUMENTED AND CIRCULATED SOLICITATIONS FOR REGISTRATION. IN ADDITION, DUE TO THE SIZE OF THE SCHOOL, ITS GEOGRAPHIC ALLOCATION, AND THE COMMUNITY IT SERVES, THE NON-DISCRIMINATION POLICY AND RACIALLY COMPOSITION OF THE STUDENT BODY IS WELL-KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Governmental Agency Financial Aid (Questions 6a and 6b)
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of nondiscriminatory policy (Question 3)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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 SERVICE. EACH BOARD MEMBER IS NOTIFIED AND AN ELECTRONIC COPY IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE GENERALLY NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01205714
IRS990/TotalAssetsEOYAmt01348458
IRS990/TotalAssetsGrp/BOYAmt01205714
IRS990/TotalAssetsGrp/EOYAmt01348458
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01199538
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0500092
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0697355
IRS990/TotalFunctionalExpensesGrp/TotalAmt01197447
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01446560
IRS990/TotalLiabilitiesEOYAmt01587213
IRS990/TotalLiabilitiesGrp/BOYAmt01446560
IRS990/TotalLiabilitiesGrp/EOYAmt01587213
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-240846
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-238755
IRS990/TotalOtherCompensationAmt04156
IRS990/TotalProgramServiceExpensesAmt0697355
IRS990/TotalReportableCompFromOrgAmt069270
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01199538
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0175
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01205714
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01348458
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0EMERSONSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUNITA SANDOZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05035256124
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EMERSON SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0EMER
ReturnHeader/Filer/EIN0522368753
ReturnHeader/Filer/USAddress/AddressLine1Txt0428 NW 20th Avenue
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097209
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAULY ROGERS AND CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012700 SW 72ND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIGARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036202632
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY R ROGERS
ReturnHeader/ReturnTs02021-11-23T12:43:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUNITA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SANDOZ
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,348,458
Liabilities
$1,587,213
Net assets
-$238,755
Revenue
$1,199,538
Expenses
$1,197,447
Net income
$2,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$5.59$0.39$1.59$1.76$0.18
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$5.51$0.21$1.62$1.57$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$1.38$0.25$1.25$1.29$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$1.43$0.22$1.21$1.19$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.35$1.59$0.24$1.20$1.20$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$1.45$0.24$1.19$1.21$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$1.43$0.22$1.08$1.16$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.95$0.14$1.12$1.06$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.94$1.15$0.22$1.03$1.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.62$0.16$0.99$1.30$0.31
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.29$0.15$0.94$0.75$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.06$0.25$0.91$0.90$0.01
2013Summary only. Only limited summary data is available for this year.$0.29$0.06$0.23$0.85$0.87$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.06$0.24$0.84