Civic Intelligence

Young Set Preschool

990EZ • Fiscal year 2018 • EIN 93-0594784

Aug 01, 2017 to Jul 31, 2018 • Filed on Dec 07, 2018

1838 SW JeffersonPortland, OR 97201

(914) 414-0302

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

24%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

6.7%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$160,771

Up $31,412 (+24%) from 2017

Net Assets

Up

$160,771

Up $31,412 (+24%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$174,627

Up $10,900 (+6.7%) from 2017

Expenses

Down

$143,215

Down $24,405 (-15%) from 2017

Net Income

Up

$31,412

Up $35,305 (+907%) from 2017

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $112,143Liabilities 2011: $02011Assets 2012: $96,230Net Assets 2012: $96,2302012Assets 2013: $91,524Net Assets 2013: $91,5242013Assets 2014: $87,232Liabilities 2014: $0Net Assets 2014: $87,2322014Assets 2015: $109,854Liabilities 2015: $0Net Assets 2015: $109,8542015Assets 2016: $133,252Liabilities 2016: $0Net Assets 2016: $133,2522016Assets 2017: $129,359Liabilities 2017: $0Net Assets 2017: $129,3592017Assets 2018: $160,771Liabilities 2018: $0Net Assets 2018: $160,7712018Assets 2019: $165,421Liabilities 2019: $02019Assets 2020: $176,280Liabilities 2020: $19,1722020Assets 2021: $146,180Liabilities 2021: $0Net Assets 2021: $146,1802021Assets 2022: $140,498Liabilities 2022: $0Net Assets 2022: $140,4982022Assets 2023: $161,616Liabilities 2023: $0Net Assets 2023: $161,6162023Assets 2024: $173,114Liabilities 2024: $0Net Assets 2024: $173,1142024Assets 2025: $189,175Liabilities 2025: $0Net Assets 2025: $189,1752025

Highlighted filing

2018

Assets$160,771
Liabilities$0
Net Assets$160,771

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $151,441Expenses 2011: $160,717Net Income 2011: -$9,2762011Revenue 2012: $148,913Expenses 2012: $164,826Net Income 2012: -$15,9132012Revenue 2013: $147,175Expenses 2013: $151,881Net Income 2013: -$4,7062013Revenue 2014: $155,811Expenses 2014: $160,103Net Income 2014: -$4,2922014Revenue 2015: $164,330Expenses 2015: $141,708Net Income 2015: $22,6222015Revenue 2016: $170,262Expenses 2016: $146,864Net Income 2016: $23,3982016Revenue 2017: $163,727Expenses 2017: $167,620Net Income 2017: -$3,8932017Revenue 2018: $174,627Expenses 2018: $143,215Net Income 2018: $31,4122018Revenue 2019: $175,656Expenses 2019: $171,006Net Income 2019: $4,6502019Revenue 2020: $152,865Expenses 2020: $161,178Net Income 2020: -$8,3132020Revenue 2021: $33,378Expenses 2021: $44,306Net Income 2021: -$10,9282021Revenue 2022: $166,698Expenses 2022: $172,380Net Income 2022: -$5,6822022Revenue 2023: $198,574Expenses 2023: $177,456Net Income 2023: $21,1182023Revenue 2024: $189,111Expenses 2024: $177,613Net Income 2024: $11,4982024Revenue 2025: $198,423Expenses 2025: $182,362Net Income 2025: $16,0612025

Highlighted filing

2018

Revenue$174,627
Expenses$143,215
Net Income$31,412
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Dec 7, 2018
Return Version
2017v2.2
Gross Receipts
$183,331
Mission and Program Overview

Mission

This is a cooperative preschool for 3, 4 and 5 year old children. The school provides 5, 3 hour sessions per week to 14 - 18 children per session.

Provide schooling to preschool children

Program Services

DescriptionGrantsExpenses
This is a cooperative preschool for 3 4 and 5 year old children The school provides 5 3 hour sessions per week to 14-18 children per session-$140,144
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katelyn CarmackVice PresidentPT$0--
Elizabeth DavisPresidentPT$0--
Ray PhillipsTreasurerPT$0--
Lauren BuchalterRegistrar - JuniorPT$0--
Hilary GerrishRegistrar - SeniorPT$0--
Leslie NeviusJunior Class Representative-$0--
Samantha FreemanHrPT$0--
Morgan RoseSenior Class Representative-$0--
Katie BoyleSecretary-$0--
Cameron MaceTechPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$22,492$22,492$864$21,628
Total Events$22,492$22,492$4,609$17,883
Filing and Contact Details

Filer

Filer Name
Youngset Preschool
EIN
93-0594784
Address
1838 SW Jefferson, Portland, OR 97201

Signing Officer

Name
Ray Phillips
Title
Treasurer
Phone
5032210224
Signed
2018-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Schwindt & Co
Address
3407 SW Corbett Avenue, Portland, OR 97239
Preparer
Diana Chung
Phone
5032271165
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountEducation benefits 692Processing fees 1,495Classroom/educational supplies 5,668Special events 279Donations 111Dues & subscriptions 852Enrichment program 2,046Marketing & Enrollment 949Hospitality 681Insurance 2,431Memory book expenses 1,667Taxes & fees 528Payroll taxes 8,141Depreciation 1,185Financial expenses 375Supplies 396

Description of other assets Part II line 24

Category Beginning of Year End of YearFurniture & Fixtures 2,267 1,082

Raw XML Appendix202 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09144140302
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Portland
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097239
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0127092
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0159689
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Katelyn Carmack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elizabeth Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ray Phillips
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lauren Buchalter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Hilary Gerrish
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Leslie Nevius
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Samantha Freeman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Morgan Rose
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Katie Boyle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Cameron Mace
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Registrar - Junior
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Registrar - Senior
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Junior Class Representative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6HR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Senior Class Representative
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Tech
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02267
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01082
IRS990EZ/OtherExpensesTotalAmt027496
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0Provide schooling to preschool children
IRS990EZ/PrintingPublicationsPostageAmt036
IRS990EZ/ProgramServiceRevenueAmt0157290
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0140144
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt093584
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt08704
IRS990EZ/SpecialEventsNetIncomeLossAmt016534
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0143215
IRS990EZ/TotalProgramServiceExpensesAmt0140144
IRS990EZ/TotalRevenueAmt0174627
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.youngsetpreschool.com
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The organization is listed each year in a Notice of Nondiscriminatory Policy ad placed by the Parent Child Participation Organization in the Portland Oregonian newspaper.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04609
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Auction
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0433
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0433
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022492
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt022492
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017883
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0864
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03312
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountEducation benefits 692Processing fees 1,495Classroom/educational supplies 5,668Special events 279Donations 111Dues & subscriptions 852Enrichment program 2,046Marketing & Enrollment 949Hospitality 681Insurance 2,431Memory book expenses 1,667Taxes & fees 528Payroll taxes 8,141Depreciation 1,185Financial expenses 375Supplies 396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearFurniture & Fixtures 2,267 1,082
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ray Phillips
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05032210224
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Youngset Preschool
ReturnHeader/Filer/BusinessNameControlTxt0YOUN
ReturnHeader/Filer/EIN0930594784
ReturnHeader/Filer/USAddress/AddressLine1Txt01838 SW Jefferson
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097201
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04FC35E0A454B47A93AD90468DC79FB9B0872FED3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04FC35E0A454B47A93AD90468DC79FB9B0872FED3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0930287201834114sv44s
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-12-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.85.139.153
ReturnHeader/FilingSecurityInformation/IPDt02018-12-07
ReturnHeader/FilingSecurityInformation/IPTm018:13:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931057961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Schwindt & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03407 SW Corbett Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097239
ReturnHeader/PreparerPersonGrp/PhoneNum05032271165
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Diana Chung
ReturnHeader/ReturnTs02018-12-07T18:11:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.98$1.82$0.16
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$1.89$1.78$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$1.99$1.77$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.67$1.72$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.33$0.44$0.11
2020Summary only. Only limited summary data is available for this year.$1.76$0.19$1.53$1.61$0.08
2019Summary only. Only limited summary data is available for this year.$1.65$0.00$1.76$1.71$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$1.75$1.43$0.31
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$1.64$1.68$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.70$1.47$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.64$1.42$0.23
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.56$1.60$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.92$1.47$1.52$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.96$1.49$1.65$0.16
2011Summary only. Only limited summary data is available for this year.$1.12$0.00$1.51$1.61$0.09