Civic Intelligence

Nata Partners Foundation

990 • Fiscal year 2019 • EIN 83-3374953

Jan 01, 2019 to Dec 31, 2019 • Filed on Dec 07, 2020

2526 SW St Helens CTPortland, OR 97201

(503) 887-4369

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2019

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2019 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$507,369

No earlier filing loaded for comparison.

Net Assets

$507,369

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$507,459

No earlier filing loaded for comparison.

Expenses

$90

No earlier filing loaded for comparison.

Net Income

$507,369

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2019: $507,369Liabilities 2019: $0Net Assets 2019: $507,3692019Assets 2020: $764,111Liabilities 2020: $0Net Assets 2020: $764,1112020Assets 2021: $1,312,947Liabilities 2021: $0Net Assets 2021: $1,312,9472021Assets 2022: $584,103Liabilities 2022: $0Net Assets 2022: $584,1032022Assets 2023: $815,596Liabilities 2023: $40,000Net Assets 2023: $775,5962023Assets 2024: $677,887Liabilities 2024: $0Net Assets 2024: $677,8872024

Highlighted filing

2019

Assets$507,369
Liabilities$0
Net Assets$507,369

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2019: $507,459Expenses 2019: $90Net Income 2019: $507,3692019Revenue 2020: $263,347Expenses 2020: $6,605Net Income 2020: $256,7422020Revenue 2021: $550,028Expenses 2021: $1,192Net Income 2021: $548,8362021Revenue 2022: -$727,249Expenses 2022: $1,595Net Income 2022: -$728,8442022Revenue 2023: $363,050Expenses 2023: $171,557Net Income 2023: $191,4932023Revenue 2024: -$24,795Expenses 2024: $52,480Net Income 2024: -$77,2752024

Highlighted filing

2019

Revenue$507,459
Expenses$90
Net Income$507,369
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Dec 7, 2020
Return Version
2019v5.0
Gross Receipts
$507,459
Mission and Program Overview

Mission

CREATE A BETTER WORLD

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$400,000-
Other Notes and Loans Receivable, Net-$107,369-
Total Assets$0$507,369▲ $507,369
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$507,369-
Total Net Assets Fund Balance$0$507,369▲ $507,369
Total Liabilities and Net Assets / Fund Balance$0$507,369▲ $507,369

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$400,000--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cody SwiftPresident
David BronnerDirector
Miriam VolatSecretary
Les SzaboTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$507,459
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$507,459
Change in Net Assets
$507,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$15-$15
Total Functional Expenses$0$90$0$90
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Page 6, Part VI, Line 8B

There are no committees with the authority to act on behalf of the governing board.

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

The form 990 is reviewed by the board treasurer.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Nata Partners Foundation
EIN
83-3374953
Phone
5038874369
Address
2526 SW ST HELENS CT, PORTLAND, OR 97201

Signing Officer

Name
Les Szabo
Title
Treasurer
Phone
5038874369
Signed
2020-12-07

Organization Details

Principal Officer
Les Szabo
Formed
2019
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Henderson CPA LLC
Address
1126 GATEWAY LOOP STE 144, SPRINGFIELD, OR 97477-7748
Preparer
Casey Skinner CPA
Phone
5415057607
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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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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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Filings