Civic Intelligence

Portlanders for Charter Reform

EIN 88-3320037 • 501(c)4 • Portland, OR

990-N Coverage

Profile

Support passage of Portland City Charter reform

PO Box 42307Portland, OR 97202

n/A

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

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

Liabilities / Revenue

42nd percentile

0.00x

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

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

Net Margin

42nd percentile

2.4%

Higher net margin than 42% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

$20,570

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$20,570

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue42nd percentileNet Margin42nd percentile

Revenue

$869,974

No earlier filing loaded for comparison.

Expenses

$849,404

No earlier filing loaded for comparison.

Net Income

$20,570

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.

$30K$20K$10K$0Assets 2022: $20,570Liabilities 2022: $0Net Assets 2022: $20,5702022

Highlighted filing

2022

Assets$20,570
Liabilities$0
Net Assets$20,570
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0Revenue 2022: $869,974Expenses 2022: $849,404Net Income 2022: $20,5702022

Highlighted filing

2022

Revenue$869,974
Expenses$849,404
Net Income$20,570
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$20,570
Liabilities
$0
Net assets
$20,570
Revenue
$869,974
Expenses
$849,404
Net income
$20,570
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$8.70$8.49$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 27, 2023
Return Version
2022v5.0
Gross Receipts
$869,974
Mission and Program Overview

Mission

Support passage of Portland City Charter reform

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$20,570▲ $20,570
Cap Stk Tr Prin Current Funds$0$20,570▲ $20,570
Total Assets$0$20,570▲ $20,570
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$20,570▲ $20,570
Total Liabilities and Net Assets / Fund Balance$0$20,570▲ $20,570
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Caitlin Baggot DavisDirector
Jenny LeeDirector
Jef GreenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$869,974
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$869,974
Change in Net Assets
$20,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$847,404
Professional Fundraising Fees$2,000
Total Fundraising Expense$2,000
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$388,605$0$0$388,605
Other Expenses$255,007$0$0$255,007
All Other Expenses$0$48,423$0$48,423
Fees for Services Management$0$29,421$0$29,421
Conferences and Meetings$0$8,356$0$8,356
Fees for Services Accounting$0$7,264$0$7,264
Fees for Services Professional Fundraising--$2,000$2,000
Fees for Services Legal$0$210$0$210
Total Functional Expenses$673,730$173,674$2,000$849,404
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$2,000
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
Filing and Contact Details

Filer

Filer Name
Portlanders for Charter Reform
EIN
88-3320037
Phone
5032951851
Address
PO Box 42307, Portland, OR 97202
Doing Business As
Portland United for Change

Signing Officer

Name
Jef Green
Title
Treasurer
Phone
5032951851
Signed
2023-04-27
Discuss with paid preparer
Yes

Organization Details

Formed
2022
Legal Domicile
Or
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
C&e Systems
Address
3321 SE 20th Avenue, PORTLAND, OR 97202
Preparer
Jef Green
Phone
5032951851
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“990 provided to directors”

Raw XML Appendix288 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/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Jef Green
IRS990/Form990PartVIISectionAGrp/PersonNm1Caitlin Baggot Davis
IRS990/Form990PartVIISectionAGrp/PersonNm2Jenny Lee
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02022
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0869974
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InitialReturnInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt020570
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0Cash contributions
IRS990/OtherExpensesGrp/Desc1Polling and surveys
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IRS990/OtherExpensesGrp/FundraisingAmt00
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0255007
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IRS990/RevenueAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-27
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ReturnHeader/Filer/EIN0883320037
ReturnHeader/Filer/PhoneNum05032951851
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ReturnHeader/Filer/USAddress/ZIPCd097202
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097202
ReturnHeader/PreparerPersonGrp/PhoneNum05032951851
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jef Green
ReturnHeader/ReturnTs02023-04-27T19:05:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jef
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Green
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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