Civic Intelligence

Nata Partners Foundation

990 • Fiscal year 2022 • EIN 83-3374953

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 06, 2023

Organization Profile
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

38th percentile

0.00x

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

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2022

Asset Growth

3rd percentile

-56%

Faster asset growth than 3% of similar nonprofits.

2022 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$584,103

Down $728,844 (-56%) from 2021

Net Assets

Down

$584,103

Down $728,844 (-56%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$727,249

Down $1,277,277 (-232%) from 2021

Expenses

Up

$1,595

Up $403 (+34%) from 2021

Net Income

Down

-$728,844

Down $1,277,680 (-233%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

2022

Assets$584,103
Liabilities$0
Net Assets$584,103
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$727,249
Expenses$1,595
Net Income-$728,844
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 6, 2023
Return Version
2022v5.0
Gross Receipts
$100,268
Mission and Program Overview

Mission

CREATE A BETTER WORLD

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$250,000$325,000▲ $75,000
Savings and Temporary Cash Investments$324,965$234,103▼ $90,862
Investments Other Securities$737,982$25,000▼ $712,982
Total Assets$1,312,947$584,103▼ $728,844
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,312,947$584,103▼ $728,844
Total Net Assets Fund Balance$1,312,947$584,103▼ $728,844
Total Liabilities and Net Assets / Fund Balance$1,312,947$584,103▼ $728,844
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$100,000
Program Service Revenue
$0
Investment Income
$-827,249
Other Revenue
$0
All Other Contributions
$100,000
Change in Net Assets
$-728,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,595
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
Fees for Services Accounting-$1,595-$1,595
Total Functional Expenses$0$1,595$0$1,595
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
2023-06-06

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
Raw XML Appendix247 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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$584,103
Liabilities
$0
Net assets
$584,103
Revenue
-$727,249
Expenses
$1,595
Net income
-$728,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.02$0.05$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.04$0.78$0.36$0.17$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.73$0.00$0.73
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.55$0.00$0.55
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.26$0.01$0.26
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.51$0.00$0.51