Civic Intelligence

Alliance for an Affordable Metro

EIN 85-0497091 • 501(c)4 • Lake Oswego, OR

Profile

Oppose new metropolitan service district taxes

155 B Ave Ste 110Lake Oswego, OR 97034
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

47th percentile

0.0%

Higher net margin than 47% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$2,531

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue61st percentileNet Margin47th percentile

Revenue

$220,406

No earlier filing loaded for comparison.

Expenses

$220,406

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$0Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2020: $220,406Expenses 2020: $220,406Net Income 2020: $02020

Highlighted filing

2020

Revenue$220,406
Expenses$220,406
Net Income$0
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$220,406
Expenses
$220,406
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.20$2.20$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 24, 2020 to Dec 31, 2020
Signed
Jun 2, 2021
Return Version
2020v4.1
Gross Receipts
$220,406
Mission and Program Overview

Mission

Oppose new metropolitan service district taxes

Balance Sheet Detail
LineBeginningEndChange
Assets
Total Assets$0$0→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$0$0→ $0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lori PiercyTreasurerPT$2,531$2,531

Board Members and Trustees

NameTitle
Amanda DaltonInterim President
Joe GilliamDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$220,406
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$220,406
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,406
Total Fundraising Expense$19
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$216,306--$216,306
Fees for Services Accounting$2,531$1,500-$4,031
Other Expenses-$50-$50
Office Expenses--$19$19
Total Functional Expenses$218,837$1,550$19$220,406
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
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
Yes
Other officer compensation reviewed
Yes
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

“Members of the governing body are provided a copy of form 990 via email or a hard copy for review and comment prior to filing”

CEO executive director top management comp Part VI line 15A

“Top management was not compensated”

Other officer or key employee compensation Part VI line 15B

“Officer compensation was approved by independent board member”

Governing documents etc available to public Part VI line 19

“Documents are filed with the oregon secretary of state and available on the secretary of states website. They are also available from the organization upon request.”

Filing and Contact Details

Filer

Filer Name
Alliance for an Affordable Metro
EIN
85-0497091
Address
155 B AVE STE 110, LAKE OSWEGO, OR 97034

Signing Officer

Name
Amanda Dalton
Title
Interim Preside
Phone
5036856293
Signed
2021-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Gilliam
Formed
2020
Legal Domicile
Or
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Raphael C Antico CPA Pc
Address
410 TILLICUM DRIVE, SILVERTON, OR 97381
Preparer
Raphael C Antico
Phone
5038746067
Raw XML Appendix244 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0220406
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitialReturnInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OtherWebsiteInd0X
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IRS990/ProfessionalFundraisingInd0false
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IRS990/RelatedEntityInd0false
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IRS990/ScheduleBRequiredInd0true
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/EIN0850497091
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DALTON
ReturnHeader/TaxPeriodBeginDt02020-03-24
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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