Civic Intelligence

Sunstone Way

EIN 86-2296287 • 501(c)3 • Portland, OR

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Profile

Our mission is to partner with neighbors, both housed & unhoused, to unlock a sustainable sense of home. By providing safe shelter, comprehensive wrap-around services, and housing resources throughout our 5 shelter programs in the portland metro area, we help participants build resiliency so they can move along the path to hope & housing.

811 SW Naito Ste 120Portland, OR 97204

sunstoneway.org

Siviq Scores

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

Liabilities / Assets

74th percentile

0.46x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

37th percentile

0.13x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

49th percentile

3.9%

Higher net margin than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

38th percentile

$152,120

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

97th percentile

114%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

35%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$4,996,912

Up $2,659,886 (+114%) from 2024

Liabilities

Up

$2,305,959

Up $1,954,117 (+555%) from 2024

Net Assets

Up

$2,690,953

Up $705,769 (+36%) from 2024

Operations
Liabilities / Revenue37th percentileNet Margin49th percentile

Revenue

Up

$18,007,513

Up $4,692,828 (+35%) from 2024

Expenses

Up

$17,301,744

Up $4,197,551 (+32%) from 2024

Net Income

Up

$705,769

Up $495,277 (+235%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2021: $0Net Assets 2021: $02021Assets 2022: $1,673,478Liabilities 2022: $122,391Net Assets 2022: $1,551,0872022Assets 2023: $1,936,233Liabilities 2023: -$101,640Net Assets 2023: $2,037,8732023Assets 2024: $2,337,026Liabilities 2024: $351,842Net Assets 2024: $1,985,1842024Assets 2025: $4,996,912Liabilities 2025: $2,305,959Net Assets 2025: $2,690,9532025

Highlighted filing

2025

Assets$4,996,912
Liabilities$2,305,959
Net Assets$2,690,953
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

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

$20M$15M$10M$5.0M$0Revenue 2021: $02021Revenue 2022: $5,671,692Expenses 2022: $4,120,605Net Income 2022: $1,551,0872022Revenue 2023: $9,498,555Expenses 2023: $8,941,526Net Income 2023: $557,0292023Revenue 2024: $13,314,685Expenses 2024: $13,104,193Net Income 2024: $210,4922024Revenue 2025: $18,007,513Expenses 2025: $17,301,744Net Income 2025: $705,7692025

Highlighted filing

2025

Revenue$18,007,513
Expenses$17,301,744
Net Income$705,769
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,996,912
Liabilities
$2,305,959
Net assets
$2,690,953
Revenue
$18,007,513
Expenses
$17,301,744
Net income
$705,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.00$2.31$2.69$18.0$17.3$0.71
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.35$1.99$13.3$13.1$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.10$2.04$9.50$8.94$0.56
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.12$1.55$5.67$4.12$1.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 27, 2026
Return Version
2024v5.0
Gross Receipts
$18,045,206
Mission and Program Overview

Mission

Our mission is to partner with neighbors, both housed & unhoused, to unlock a sustainable sense of home. By providing safe shelter, comprehensive wrap-around services, and housing resources throughout our 5 shelter programs in the portland metro area, we help participants build resiliency so they can move along the path to hope & housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,661,281$1,768,626▲ $107,345
Cash and Non-Interest-Bearing Accounts$467,129$1,254,784▲ $787,655
Land, Buildings, and Equipment, Net-$18,099-
Total Assets$2,337,026$4,996,912▲ $2,659,886
Other Assets Total$208,616$1,955,403▲ $1,746,787
Liabilities
Other Liabilities$179,769$1,975,717▲ $1,795,948
Accounts Payable and Accrued Expenses$172,073$330,242▲ $158,169
Total Liabilities$351,842$2,305,959▲ $1,954,117
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,985,184$2,690,953▲ $705,769
Total Net Assets Fund Balance$1,985,184$2,690,953▲ $705,769
Total Liabilities and Net Assets / Fund Balance$2,337,026$4,996,912▲ $2,659,886

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,099-$18,099
Other Assets Org$1,955,403--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew GoebelExecutive DiFT$144,893$7,227$152,120
Andrew GoebelExecutive Director-$144,893$7,227$152,120
Alicia HovanasDirector of OperaFT$120,262$12,639$132,901
Nancyanne SmithSr Director of ShFT$120,852$7,227$128,079
Thomas McavoyDirector of RetenFT$111,155$5,724$116,879
Elena HessAssoc.Director ofFT$107,268$7,023$114,291
Devon HoytDirector of COM &FT$107,705$5,927$113,632
Hollie MillerCFO/treasureFT$98,989$5,961$104,950

Board Members and Trustees

NameTitle
A'JAY SCIPIODirector
Sahaan MckelveyDirector
Sheila MasonDirector
Jaime DunnInterim Chai
Gavin DluehoshSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Our StreetsNonprofit Meals1125 SE MADISON ST STE 210, Portland, OR 97214$939,980
Rode LLCLandlord For Hq411 PO BOX 4, Spokane, WA 99210$150,327
Washington High SchoolLandlord For Hq15350 SW SEQUOIA PKWY 300, Portland, OR 97224$127,066
Pathfinder Buckman HoldingsProgramlandlord310 SE 12TH AVE, Portland, OR 97214$123,854
Revenue and Support

Revenue Composition

Contributions and Grants
$414,277
Program Service Revenue
$17,596,193
Investment Income
$0
Other Revenue
$-2,957
All Other Contributions
$393,245
Change in Net Assets
$705,769

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,007,513
Revenue Not Reported on Form 990
$37,693
Total Revenue per Audited Statements
$18,045,206
Total Revenue per Form 990
$18,007,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,409,071
Other Expenses$5,892,673
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,286,366$1,096,754-$9,383,120
Payroll Taxes$915,004$122,814-$1,037,818
Other Employee Benefits$580,468$163,783-$744,251
Fees for Services Other$517,084$161,603-$678,687
Occupancy$419,836$85,030-$504,866
Current Officers, Directors, Trustees, and Key Employees$215,376$28,506-$243,882
All Other Expenses$79,504$59,187-$138,691
Other Expenses$92,524$99,272-$92,524
Office Expenses$84,874$3,774-$88,648
Insurance$72,143$8,111-$80,254
Travel$26,451$19,857-$46,308
Total Functional Expenses$15,453,053$1,848,691$0$17,301,744

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$17,339,437
Expenses per Audited Statements$17,301,744
Total Expenses per Form 990$17,301,744
Expenses Not Reported on Form 990$37,693
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,693
Fundraising Gross Income$14,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit Event$35,732$14,700$826$13,874
Total Events$35,732$14,700$37,693$-22,993
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$1,975,717
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Documents that are required by law to be available to the public are available upon request.”

Filing and Contact Details

Filer

Filer Name
Sunstone Way
EIN
86-2296287
Phone
5035724987
Address
811 SW NAITO STE 120, PORTLAND, OR 97204

Signing Officer

Name
Hollie Miller
Title
CFO/treasurer
Phone
9713031314
Signed
2026-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hollie Miller
Formed
2021
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
5
Employees
317
Volunteers
10

Preparer

Firm
Dougall Conradie LLC
Address
9400 SW BARNES RD 309, PORTLAND, OR 97225-6658
Preparer
Rich Winkel
Phone
9712499920
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Our mission is to partner with neighbors, both housed & unhoused, to unlock a sustainable sense of home. By providing safe shelter, comprehensive wrap-around services, and housing resources throughout our 5 shelter programs in the portland metro area, we help participants build resiliency so they can move along the path to hope & housing.”

Form 990, Page 2, Part III, Line 4A

“1)sunstone way provided over 121,605 hot and nutrient-rich meals to shelter participants throughout our 5 shelter programs. This critical meal service fed 325 shelter participants each day. 2) sunstone way maintained 5 shelter programs within the portland metro region, including congregate, motel, and village model shelters. Shelter programs served over 1200 individuals experiencing chronic homelessness by providing 325 safe and secure shelter beds and wrap-around services, totaling 103,325 bed nights of safe shelter. 3) assisted 205 participants with moves into permanent & temporary supportive housing. Mobile retention programming provided 115 participants with retention services including client assistance funds, move-in costs, application fees, and other utilities.”

Form 990, Part XI, Line 9

“Fundraising event expenses 37,693 fundraising event expenses -37,693”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Fundraising event expenses 37,693”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising event expenses 37,693”

Raw XML AppendixShowing 400 of 496 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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR

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