Civic Intelligence

Portland Village School

EIN 72-1604232 • 501(c)3 • Portland, OR

Profile

To advance a public waldorf education that teaches respect and reverence by developing the head, heart, and hands in children from all backgrounds and cultures.

4650 S Macadam AvePortland, OR 97239

www.portlandvillageschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.95x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

4.49x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$198,182

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

99th percentile

438%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

8.1%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$24,534,892

Up $19,975,467 (+438%) from 2023

Liabilities

Up

$23,210,784

Up $19,179,925 (+476%) from 2023

Net Assets

Up

$1,324,108

Up $795,542 (+151%) from 2023

Revenue

Up

$5,166,635

Up $384,963 (+8.1%) from 2023

Expenses

Down

$4,371,093

Down $390,514 (-8.2%) from 2023

Net Income

Up

$795,542

Up $775,477 (+3865%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0-$10MAssets 2011: $515,657Liabilities 2011: $157,138Net Assets 2011: $358,5192011Assets 2012: $525,911Liabilities 2012: $120,587Net Assets 2012: $405,3242012Assets 2013: $796,400Liabilities 2013: $108,846Net Assets 2013: $687,5542013Assets 2014: $1,084,096Liabilities 2014: $104,143Net Assets 2014: $979,9532014Assets 2015: $1,703,252Liabilities 2015: $545,039Net Assets 2015: $1,158,2132015Assets 2016: $1,640,724Liabilities 2016: $1,269,859Net Assets 2016: $370,8652016Assets 2017: $3,125,114Liabilities 2017: $2,897,887Net Assets 2017: $227,2272017Assets 2018: $2,754,496Liabilities 2018: $2,598,577Net Assets 2018: $155,9192018Assets 2019: $2,984,244Liabilities 2019: $3,247,027Net Assets 2019: -$262,7832019Assets 2020: $2,488,569Liabilities 2020: $3,395,004Net Assets 2020: -$906,4352020Assets 2021: $3,647,365Liabilities 2021: $3,657,572Net Assets 2021: -$10,2072021Assets 2022: $4,520,999Liabilities 2022: $4,012,498Net Assets 2022: $508,5012022Assets 2023: $4,559,425Liabilities 2023: $4,030,859Net Assets 2023: $528,5662023Assets 2024: $24,534,892Liabilities 2024: $23,210,784Net Assets 2024: $1,324,1082024

Highlighted filing

2024

Assets$24,534,892
Liabilities$23,210,784
Net Assets$1,324,108

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,700,467Expenses 2011: $1,634,935Net Income 2011: $65,5322011Revenue 2012: $2,004,593Expenses 2012: $1,957,788Net Income 2012: $46,8052012Expenses 2013: $2,037,2522013Revenue 2014: $2,376,249Expenses 2014: $2,083,850Net Income 2014: $292,3992014Revenue 2015: $2,538,044Expenses 2015: $1,777,752Net Income 2015: $760,2922015Revenue 2016: $2,666,114Expenses 2016: $3,453,462Net Income 2016: -$787,3482016Revenue 2017: $2,677,681Expenses 2017: $2,821,319Net Income 2017: -$143,6382017Revenue 2018: $2,928,961Expenses 2018: $2,930,959Net Income 2018: -$1,9982018Revenue 2019: $2,749,964Expenses 2019: $3,168,666Net Income 2019: -$418,7022019Revenue 2020: $3,006,635Expenses 2020: $3,650,287Net Income 2020: -$643,6522020Revenue 2021: $3,774,528Expenses 2021: $2,878,300Net Income 2021: $896,2282021Revenue 2022: $4,440,561Expenses 2022: $3,921,853Net Income 2022: $518,7082022Revenue 2023: $4,781,672Expenses 2023: $4,761,607Net Income 2023: $20,0652023Revenue 2024: $5,166,635Expenses 2024: $4,371,093Net Income 2024: $795,5422024

Highlighted filing

2024

Revenue$5,166,635
Expenses$4,371,093
Net Income$795,542

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.5$23.2$1.32$5.17$4.37$0.80
2023Detailed filing. Detailed filing data is available for this year.$4.56$4.03$0.53$4.78$4.76$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.52$4.01$0.51$4.44$3.92$0.52
2021Detailed filing. Detailed filing data is available for this year.$3.65$3.66$0.01$3.77$2.88$0.90
2020Detailed filing. Detailed filing data is available for this year.$2.49$3.40$0.91$3.01$3.65$0.64
2019Detailed filing. Detailed filing data is available for this year.$2.98$3.25$0.26$2.75$3.17$0.42
2018Detailed filing. Detailed filing data is available for this year.$2.75$2.60$0.16$2.93$2.93$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.13$2.90$0.23$2.68$2.82$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.64$1.27$0.37$2.67$3.45$0.79
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.55$1.16$2.54$1.78$0.76
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.10$0.98$2.38$2.08$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.11$0.69$2.04
2012Summary only. Only limited summary data is available for this year.$0.53$0.12$0.41$2.00$1.96$0.05
2011Summary only. Only limited summary data is available for this year.$0.52$0.16$0.36$1.70$1.63$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 1, 2025
Return Version
2023v6.0
Gross Receipts
$5,166,635
Mission and Program Overview

Mission

The mission of portland village school is to advance an arts-integrated education that teaches respect and reverence by devoloping the head, heart, and hands in children from all backgrounds and cultures.

To advance a public waldorf education that teaches respect and reverence by developing the head, heart, and hands in children from all backgrounds and cultures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$11,716,469-
Savings and Temporary Cash Investments$2,314,740$2,061,672▼ $253,068
Accounts Receivable$155,577$142,405▼ $13,172
Prepaid Expenses and Deferred Charges$5,550$0▼ $5,550
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,559,425$24,534,892▲ $19,975,467
Other Assets Total$2,083,558$10,614,346▲ $8,530,788
Liabilities
Accounts Payable and Accrued Expenses$267,847$20,081,537▲ $19,813,690
Other Liabilities$3,763,012$3,129,247▼ $633,765
Total Liabilities$4,030,859$23,210,784▲ $19,179,925
Net Assets / Fund Balance
Net Assets With Donor Restrictions$275,000$8,906,255▲ $8,631,255
Net Assets Without Donor Restrictions$253,566$-7,582,147▼ $7,835,713
Total Net Assets Fund Balance$528,566$1,324,108▲ $795,542
Total Liabilities and Net Assets / Fund Balance$4,559,425$24,534,892▲ $19,975,467

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,000,000-$7,000,000
Other Land Buildings$4,716,469-$4,716,469
Other Assets Org$1,708,091--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer StackhouseExecutive DirectorFT$142,252$55,930$198,182
Britt AllenStaff RepFT$85,503$30,613$116,116
Jenna StephensTeacher RepFT$82,186$26,506$108,692
Sydney SyversonTeacher RepFT$51,962$12,284$64,246

Board Members and Trustees

NameTitle
Ian TerrellChair
Amy HojnowskiVice Chair
Benjamin RuanoBoard Member
Jasmin FullmanBoard Member
Pilar FredricksonBoard Member
Sue LevineBoard Memeber
Eric HickeyDirector
Tracy StancliffSecretary
Douglas MillerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Fulcrum Construction LLCConstruction12125 SW 2ND ST, Beaverton, OR 97005$107,349
Revenue and Support

Revenue Composition

Contributions and Grants
$4,878,887
Program Service Revenue
$0
Investment Income
$175,994
Other Revenue
$111,754
All Other Contributions
$9,543
Change in Net Assets
$795,542

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,166,635
Total Revenue per Audited Statements
$5,166,635
Total Revenue per Form 990
$5,166,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,133,735
Other Expenses$1,197,358
Grants and Similar Amounts Paid$40,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,322,762$508,823-$1,831,585
Occupancy$364,255$251,463-$615,718
Interest$296,590$204,751-$501,341
Current Officers, Directors, Trustees, and Key Employees$351,880$135,356-$487,236
Pension Plan Contributions$280,496$107,897-$388,393
Payroll Taxes$167,272$64,344-$231,616
Other Employee Benefits$140,759$54,146-$194,905
Fees for Services Other$113,165$78,124-$191,289
Insurance$44,518$30,733-$75,251
Grants to Domestic Orgs$40,000--$40,000
Office Expenses$23,261$16,059-$39,320
Other Expenses$21,448$14,807-$36,255
Information Technology$18,284$12,623-$30,907
Conferences and Meetings$17,594$12,146-$29,740
Advertising$14,528$10,030-$24,558
Travel$1,136$785-$1,921
Depreciation Depletion$130$90-$220
All Other Expenses$-298,611$-219,220-$-517,831
Total Functional Expenses$3,088,136$1,282,957$0$4,371,093

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,371,093
Total Expenses per Audited Statements$4,371,093
Total Expenses per Form 990$4,371,093
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Village AssociationPortland, OR501(c)(3)Related Party Transfer$40,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$42,875
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Event$42,875$42,875-$42,875
Total Events$42,875$42,875-$42,875
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
Ian TerrellSpouseEmployee CompensationNo$57,824

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$2,557,810
Deferred Inflows of Resources$571,437
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

Organization documents were modified to specify that portland village school is a member of alliance for waldorf education.

Form 990, Part VI, Section A, Line 8B

During 2022-23, no committee had authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

The 990 form will be reviewed by the board of director's executive committee prior to submission to our auditing firm who files it with the irs.

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

It is each board member's obligation to declare any actual or potential conflicts of interest as they arise. The policy is monitored monthly by both the executive committee of the board and the full board of directors.

Form 990, Part VI, Section B, Line 15A

The principal (ceo) underoes an annual performance evaluation by the board president, or their designee on the board. The evaluation is based on multiple factors, including annual written goals, surveys of the school staff and families, and an annual report compiled by the chartering school district. The principal's work agreement (including compensation) is determined by the board of directors, either acting as a group, or through a designated sub-group of the board.

Form 990, Part VI, Section C, Line 19

All portland village school board policy documents are available on the school's website for the public to access.

Filing and Contact Details

Filer

Filer Name
Portland Village School
EIN
72-1604232
Phone
5034450056
Address
4650 S Macadam Ave, Portland, OR 97239

Signing Officer

Name
Jennifer Stackhouse
Title
Exec Director
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Stackhouse
Formed
2005
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
10
Employees
51
Volunteers
200

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW FIRST AVE STE 410, PORTLAND, OR 97201
Preparer
Richard V Proulx CPA
Phone
5032223338
Raw XML AppendixShowing 400 of 590 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.

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