Civic Intelligence

Setpath

EIN 85-3466555 • 501(c)3 • Lake Oswego, OR

Profile

We are a community benefit nonprofit that exists to impact america's future leaders through life planning and mentoring.

PO Box 187Lake Oswego, OR 97034

setpath.com

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.06x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.04x

Higher debt load relative to revenue than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

26th percentile

-8.4%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

21st percentile

-9.1%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Down

$459,074

Down $126,898 (-22%) from 2023

Liabilities

Down

$29,733

Down $59,742 (-67%) from 2023

Net Assets

Down

$429,341

Down $67,156 (-14%) from 2023

Revenue

Up

$796,728

Up $134,426 (+20%) from 2023

Expenses

Up

$863,884

Up $142,546 (+20%) from 2023

Net Income

Down

-$67,156

Down $8,120 (-14%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2020: $215,940Liabilities 2020: $1,698Net Assets 2020: $214,2422020Assets 2021: $76,901Liabilities 2021: $3,008Net Assets 2021: $73,8932021Assets 2022: $555,533Liabilities 2022: $0Net Assets 2022: $555,5332022Assets 2023: $585,972Liabilities 2023: $89,475Net Assets 2023: $496,4972023Assets 2024: $459,074Liabilities 2024: $29,733Net Assets 2024: $429,3412024

Highlighted filing

2024

Assets$459,074
Liabilities$29,733
Net Assets$429,341

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $250,000Expenses 2020: $35,758Net Income 2020: $214,2422020Revenue 2021: $147,378Expenses 2021: $287,727Net Income 2021: -$140,3492021Revenue 2022: $1,187,802Expenses 2022: $706,162Net Income 2022: $481,6402022Revenue 2023: $662,302Expenses 2023: $721,338Net Income 2023: -$59,0362023Revenue 2024: $796,728Expenses 2024: $863,884Net Income 2024: -$67,1562024

Highlighted filing

2024

Revenue$796,728
Expenses$863,884
Net Income-$67,156

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.0
Gross Receipts
$796,728
Mission and Program Overview

Mission

We are a community benefit nonprofit that exists to impact america's future leaders through life planning and mentoring.

Balance Sheet Detail
LineBeginningEndChange
Assets
Intangible Assets$424,534$330,194▼ $94,340
Cash and Non-Interest-Bearing Accounts$52,043$109,843▲ $57,800
Accounts Receivable$83,333--
Savings and Temporary Cash Investments$26,062$16,064▼ $9,998
Prepaid Expenses and Deferred Charges-$2,973-
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$585,972$459,074▼ $126,898
Liabilities
Accounts Payable and Accrued Expenses$89,475$29,733▼ $59,742
Total Liabilities$89,475$29,733▼ $59,742
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$496,497$429,341▼ $67,156
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$496,497$429,341▼ $67,156
Total Liabilities and Net Assets / Fund Balance$585,972$459,074▼ $126,898

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$5,080$5,080
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleBaseTotal
Steve WrightBoard Member$7,500$7,500

Board Members and Trustees

NameTitle
Daniel HarkavyPresident
Adam KesslerBoard Member
Adam PuckettBoard Member
Carlos MarinBoard Member
Jason BurbyBoard Member
Shannon EckmannBoard Member
Sherry CadsawanBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$794,108
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$2,618
All Other Contributions
$794,108
Change in Net Assets
$-67,156
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$546,490
Other Expenses$317,394
Total Fundraising Expense$61,438
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$363,168$43,645$44,949$451,762
Fees for Services Other$119,306$15,567$5,391$140,264
Depreciation Depletion$0$94,340$0$94,340
Payroll Taxes$36,650$3,759$4,424$44,833
Other Employee Benefits$20,160$2,727$3,616$26,503
Office Expenses$16,293$6,958$790$24,041
Fees for Services Accounting$0$21,222$0$21,222
Pension Plan Contributions$12,415$1,968$1,509$15,892
Fees for Services Legal$0$11,411$10$11,421
Other Expenses$10,667$0$0$10,667
Current Officers, Directors, Trustees, and Key Employees$6,036$715$749$7,500
Advertising$0$5,000$0$5,000
Conferences and Meetings$2,942$0$0$2,942
Interest$0$2,889$0$2,889
Travel$1,803$173$0$1,976
Insurance$0$1,949$0$1,949
All Other Expenses$317$250$0$567
Occupancy$0$116$0$116
Total Functional Expenses$589,757$212,689$61,438$863,884
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Dylan a HarkavySon of OfficerWages PaidNo$105,666
Wesley a HarkavySon of OfficerWages PaidNo$103,307
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
Yes
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, Part VI, Section B, Line 11B

Prior to filing, the form 990 is provided to all board members for review for accuracy and approval.

Form 990, Part VI, Section C, Line 19

The organization makes its documents available to the public upon reasonable request. 990 forms are available on guidestar.org. And irs.gov.

Filing and Contact Details

Filer

Filer Name
Setpath
EIN
85-3466555
Phone
5038874405
Address
PO BOX 187, LAKE OSWEGO, OR 97034

Signing Officer

Name
Daniel Harkavy
Title
President
Phone
5038874405
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Harkavy
Formed
2020
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
7
Employees
8
Volunteers
7

Preparer

Firm
Easy Office Dba Jitasa
Address
1120 S RACKHAM WAY SUITE 300, MERIDIAN, ID 83642
Preparer
Jeremy Cork
Phone
2082874777
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract service expenses

Form 990, Part XI, Line 9

NET ASSET ADJUSTMENT

Raw XML AppendixShowing 400 of 512 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/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-67156
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026062
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016064
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS REVENUE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0794108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0653298
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01187778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0147378
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0250000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03032562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt024
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt028
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02618
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02618
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01046485
IRS990ScheduleA/SubstantialContributorsTotAmt01986077
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0794108
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0653298
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01187778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0147378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0250000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03032562
IRS990ScheduleA/TotalSupportAmt03035208
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt00
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05080
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05080
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DYLAN A HARKAVY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1WESLEY A HARKAVY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SON OF OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SON OF OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0105666
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt1103307
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0WAGES PAID
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1WAGES PAID
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING, THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW FOR ACCURACY AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST. 990 FORMS ARE AVAILABLE ON GUIDESTAR.ORG. AND IRS.GOV.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRACT SERVICE EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET ASSET ADJUSTMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0931201970

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