Civic Intelligence

Iam Learning Foundation

990PF • Fiscal year 2021 • EIN 87-3191552

Oct 12, 2021 to Dec 31, 2021 • Filed on Nov 13, 2022

Organization Profile
2540 NE Martin Luther King Jr BlvdPortland, OR 97212

(310) 913-8926

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

49th percentile

$7,500

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

$2,645,483

No earlier filing loaded for comparison.

Net Assets

$2,645,483

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

$2,822,825

No earlier filing loaded for comparison.

Expenses

$8,399

No earlier filing loaded for comparison.

Net Income

$2,814,426

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,645,483Liabilities 2021: $0Net Assets 2021: $2,645,4832021Assets 2022: $1,959,650Liabilities 2022: $8,974Net Assets 2022: $1,950,6762022Assets 2023: $959,194Liabilities 2023: $5,008Net Assets 2023: $954,1862023Assets 2024: $763,399Liabilities 2024: $3,966Net Assets 2024: $759,4332024

Highlighted filing

2021

Assets$2,645,483
Liabilities$0
Net Assets$2,645,483
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $2,822,825Expenses 2021: $8,399Net Income 2021: $2,814,4262021Revenue 2022: -$55,113Expenses 2022: $453,039Net Income 2022: -$508,1522022Revenue 2023: -$8,458Expenses 2023: $499,956Net Income 2023: -$508,4142023Revenue 2024: $2,765Expenses 2024: $373,672Net Income 2024: -$370,9072024

Highlighted filing

2021

Revenue$2,822,825
Expenses$8,399
Net Income$2,814,426
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 12, 2021 to Dec 31, 2021
Signed
Nov 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI FLETCHERExecutive DirectorFT$7,500-$7,500
ANTHONY L ARNERICHChair & Director-$0--
CHRISTINE A ARNERICHSecretary & DirectorPT$0--
LUKAS ARNERICHTreasurer & Director-$0--
Filing and Contact Details

Filer

Filer Name
Iam Learning Foundation
EIN
87-3191552
Phone
3109138926
Address
2540 NE MARTIN LUTHER KING JR BLVD, PORTLAND, OR 97212

Signing Officer

Name
Anthony Arnerich
Title
Secretary
Phone
3109138926
Signed
2022-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Perkins & Company Pc
Address
1211 SW FIFTH AVE SUITE 1000, PORTLAND, OR 97204-3710
Preparer
Cynthia P Bartholomew
Phone
5032210336
Raw XML Appendix354 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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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03109138926
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0IAM LEARNING FOUNDATION WAS INCORPORATED IN OCTOBER 2021 AND BEGAN DEVELOPING GOVERNING INSTRUMENTS AND PLANS FOR PROGRAMS TO PROVIDE ACADEMIC INTERVENTION AND SUPPORT TO ASSIST STUDENTS IN K-5 IN THE PORTLAND PUBLIC SCHOOL DISTRICT WHO ARE UNDERPERFORMING IN CRITICAL SKILLS IN READING AND MATH, INCLUDING LITERACY INTERVENTION, BEFORE AND AFTER SCHOOL TUTORING AND MENTORING PROGRAMS, AND SUMMER SCHOOL. NO DIRECT CHARITABLE ACTIVITIES WERE INITIATED DURING THE SHORT YEAR 2021.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ANTHONY L ARNERICH
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CHRISTINE A ARNERICH
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ANTHONY L ARNERICH TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1CHRISTINE A ARNERICH TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02226 NE 17TH AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12226 NE 17TH AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PORTLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PORTLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097212
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd197212
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0820204
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12002621
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0320204
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1202621
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01140 SHS ALLAKOS INC (ALLK), 7500 SHS LENDINGCLUB CORP (LC) AND 50000 SHS 9 METERS BIOPHARMA (NMTR)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11141 SHS ALLAKOS INC (ALLK), 50000 SHS OTONOMY INC (OTIC)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-17
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-12-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0168943
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PAYROLL TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0828
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt156
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0828
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0ANTHONY L ARNERICH TRUST
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt1CHRISTINE A ARNERICH TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02226 NE 17TH AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt12226 NE 17TH AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PORTLAND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1PORTLAND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1OR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd097212
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd197212
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY ARNERICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03109138926
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IAM LEARNING FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IAML
ReturnHeader/Filer/EIN0873191552
ReturnHeader/Filer/PhoneNum03109138926
ReturnHeader/Filer/USAddress/AddressLine1Txt02540 NE MARTIN LUTHER KING JR BLVD
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930928924
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PERKINS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01211 SW FIFTH AVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972043710
ReturnHeader/PreparerPersonGrp/PhoneNum05032210336
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA P BARTHOLOMEW
ReturnHeader/ReturnTs02022-11-15T06:40:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANTHONY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ARNERICH
ReturnHeader/TaxPeriodBeginDt02021-10-12
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,645,483
Liabilities
$0
Net assets
$2,645,483
Revenue
$2,822,825
Expenses
$8,399
Net income
$2,814,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.00$0.37$0.37
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.95$0.01$0.50$0.51
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.01$1.95$0.06$0.45$0.51
2021Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$2.82$0.01$2.81