Civic Intelligence

B Local Pdx

990EZ • Fiscal year 2021 • EIN 81-1925119

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

6706 NE 25th AvePortland, OR 97211

(503) 974-4652

Siviq Scores

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

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

78th percentile

0.08x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

25th percentile

-9.7%

Higher net margin than 25% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

86th percentile

$24,623

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 42.5% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

38th percentile

-0.7%

Faster asset growth than 38% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

21st percentile

-39%

Faster revenue growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$148,988

Down $1,066 (-0.7%) from 2020

Net Assets

$144,364

No earlier filing loaded for comparison.

Liabilities

Up

$4,624

Up $4,574 (+9148%) from 2020

Revenue

Down

$57,987

Down $36,333 (-39%) from 2020

Expenses

Up

$63,627

Up $30,236 (+91%) from 2020

Net Income

Down

-$5,640

Down $66,569 (-109%) from 2020

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2019: $89,075Liabilities 2019: $02019Assets 2020: $150,054Liabilities 2020: $502020Assets 2021: $148,988Liabilities 2021: $4,624Net Assets 2021: $144,3642021Assets 2022: $101,903Liabilities 2022: $2,514Net Assets 2022: $99,3892022Assets 2023: $86,085Liabilities 2023: $1,312Net Assets 2023: $84,7732023Assets 2024: $130,955Liabilities 2024: $1,347Net Assets 2024: $129,6082024

Highlighted filing

2021

Assets$148,988
Liabilities$4,624
Net Assets$144,364

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2019: $116,360Expenses 2019: $51,302Net Income 2019: $65,0582019Revenue 2020: $94,320Expenses 2020: $33,391Net Income 2020: $60,9292020Revenue 2021: $57,987Expenses 2021: $63,627Net Income 2021: -$5,6402021Revenue 2022: $82,001Expenses 2022: $126,976Net Income 2022: -$44,9752022Revenue 2023: $137,772Expenses 2023: $152,388Net Income 2023: -$14,6162023Revenue 2024: $206,413Expenses 2024: $161,578Net Income 2024: $44,8352024

Highlighted filing

2021

Revenue$57,987
Expenses$63,627
Net Income-$5,640
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$57,987
Mission and Program Overview

Mission

B Local PDX is a group of Certified B Corporations from Oregon and SW Washinton working to foster and deepen connections among organizations in our region who share our purpose and passion for using business as a force for good.

Program Services

DescriptionGrantsExpenses
See Schedule O$1,390$27,858
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen PowerAdmin DirectorPT$24,623-$24,623
Kel MoodyBoard ChairPT$0--
Robin WangGov & FinancePT$0--
Rose LavelleCert ChairPT$0--
Ryan BuchananCommun ChairPT$0--
Minna YooMember ChairPT$0--
Sarah HoldemanMrkting ChairPT$0--
Tia SherryAbc ChairPT$0--
Renee LovelandEducation ChairPT$0--
Cassandra FurlongService ChairPT$0--
Galit ReillyBuild ChairPT$0--
Filing and Contact Details

Filer

Filer Name
B Local PDX
EIN
81-1925119
Phone
5039744652
Address
6706 NE 25th Ave, Portland, OR 97211

Signing Officer

Name
Kel Moody
Title
Board Chair
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Culshaw and Company LLC
Address
15115 SW Sequoia Pkwy 170, Portland, OR 97224
Preparer
Mary Culshaw CPAPFS CFP
Phone
5036708286
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $451

Other Expenses.1002

Office Expenses $1387

Other Expenses.1007

Conferences, Conventions, and Meetings $25657

Other Expenses.1012

Insurance $1775

Other Expenses.1

Bank & Merchant Fees $699

Other Expenses.2

Taxes $104

Other Assets.1005

Accounts Receivable - Beginning $6500 Accounts Receivable - Ending $9000

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $50 Accounts Payable and Accrued Expenses - Ending $4550

Total Liabilities.1

Payroll Liabilities - Beginning $0 Payroll Liabilities - Ending $74

Raw XML Appendix205 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kel Moody
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robin Wang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Rose Lavelle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ryan Buchanan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Karen Power
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Minna Yoo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sarah Holdeman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Tia Sherry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Renee Loveland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Cassandra Furlong
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Gov & Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Cert Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Commun Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Admin Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Member Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Mrkting Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ABC Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Education Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Service Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Build Chair
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09000
IRS990EZ/OtherExpensesTotalAmt030073
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt032054
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01390
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt027858
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt025265
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt027858
IRS990EZ/TotalRevenueAmt057987
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.blocalpdx.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025933
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055683
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt076887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014952
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0180170
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt032054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038637
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt039473
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0172704
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0352874
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057987
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049808
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt034399
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0352874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $25657
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank & Merchant Fees $699
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Taxes $104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $6500 Accounts Receivable - Ending $9000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $50 Accounts Payable and Accrued Expenses - Ending $4550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payroll Liabilities - Beginning $0 Payroll Liabilities - Ending $74
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kel Moody
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Chair
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0B Local PDX
ReturnHeader/Filer/BusinessNameControlTxt0BLOC
ReturnHeader/Filer/EIN0811925119
ReturnHeader/Filer/PhoneNum05039744652
ReturnHeader/Filer/USAddress/AddressLine1Txt06706 NE 25th Ave
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270630379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Culshaw and Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015115 SW Sequoia Pkwy 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097224
ReturnHeader/PreparerPersonGrp/PhoneNum05036708286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary Culshaw CPAPFS CFP
ReturnHeader/ReturnTs02022-11-14T13:16:13-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Moody
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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