Civic Intelligence

Phoenix School of Roseburg

EIN 93-0784536 • 501(c)3 • Roseburg, OR

Profile

To teach at-risk youth the knowledge, understanding, and skills necessary to become caring, committed, and productive citizens.

3131 NE Diamond Lake BlvdRoseburg, OR 97470-3632

www.roseburgphoenix.com

Siviq Scores

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

Liabilities / Assets

50th percentile

0.06x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.06x

Higher debt load relative to revenue than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

51st percentile

4.8%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-2.3%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

60%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$3,236,611

Down $77,221 (-2.3%) from 2023

Liabilities

Up

$210,138

Up $162,272 (+339%) from 2023

Net Assets

Down

$3,026,473

Down $239,493 (-7.3%) from 2023

Revenue

Up

$3,282,589

Up $1,234,563 (+60%) from 2023

Expenses

Up

$3,125,495

Up $925,452 (+42%) from 2023

Net Income

Up

$157,094

Up $309,111 (+203%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,863,154Liabilities 2011: $97,220Net Assets 2011: $3,765,9342011Assets 2012: $3,749,703Liabilities 2012: $130,178Net Assets 2012: $3,619,5252012Assets 2013: $3,554,792Liabilities 2013: $151,760Net Assets 2013: $3,403,0322013Assets 2014: $3,441,100Liabilities 2014: $108,267Net Assets 2014: $3,332,8332014Assets 2015: $3,360,327Liabilities 2015: $131,565Net Assets 2015: $3,228,7622015Assets 2016: $3,250,434Liabilities 2016: $105,896Net Assets 2016: $3,144,5382016Assets 2017: $3,135,365Liabilities 2017: $49,262Net Assets 2017: $3,086,1032017Assets 2019: $3,065,596Liabilities 2019: $57,065Net Assets 2019: $3,008,5312019Assets 2020: $3,124,845Liabilities 2020: $24,254Net Assets 2020: $3,100,5912020Assets 2021: $3,190,206Liabilities 2021: $52,374Net Assets 2021: $3,137,8322021Assets 2022: $3,425,886Liabilities 2022: $47,866Net Assets 2022: $3,378,0202022Assets 2023: $3,313,832Liabilities 2023: $47,866Net Assets 2023: $3,265,9662023Assets 2024: $3,236,611Liabilities 2024: $210,138Net Assets 2024: $3,026,4732024

Highlighted filing

2024

Assets$3,236,611
Liabilities$210,138
Net Assets$3,026,473

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,072,573Expenses 2011: $1,256,335Net Income 2011: -$183,7622011Expenses 2012: $1,358,1602012Expenses 2013: $1,274,4382013Revenue 2014: $1,080,069Expenses 2014: $1,140,269Net Income 2014: -$60,2002014Revenue 2015: $1,091,361Expenses 2015: $1,205,431Net Income 2015: -$114,0702015Revenue 2016: $1,084,301Expenses 2016: $1,168,525Net Income 2016: -$84,2242016Revenue 2017: $1,006,055Expenses 2017: $1,064,491Net Income 2017: -$58,4362017Revenue 2019: $1,472,398Expenses 2019: $1,543,414Net Income 2019: -$71,0162019Revenue 2020: $1,424,635Expenses 2020: $1,332,575Net Income 2020: $92,0602020Revenue 2021: $1,396,155Expenses 2021: $1,358,948Net Income 2021: $37,2072021Revenue 2022: $2,509,940Expenses 2022: $2,161,958Net Income 2022: $347,9822022Revenue 2023: $2,048,026Expenses 2023: $2,200,043Net Income 2023: -$152,0172023Revenue 2024: $3,282,589Expenses 2024: $3,125,495Net Income 2024: $157,0942024

Highlighted filing

2024

Revenue$3,282,589
Expenses$3,125,495
Net Income$157,094

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$3,282,589
Mission and Program Overview

Mission

To teach at-risk youth the knowledge, understanding, and skills necessary to become caring, committed, and productive citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,387,914$2,283,960▼ $103,954
Accounts Receivable$131$673,261▲ $673,130
Cash and Non-Interest-Bearing Accounts$498,893$279,390▼ $219,503
Total Assets$2,886,938$3,236,611▲ $349,673
Liabilities
Other Liabilities$0$176,720▲ $176,720
Accounts Payable and Accrued Expenses$9,464$33,418▲ $23,954
Total Liabilities$9,464$210,138▲ $200,674
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,847,997$2,411,579▼ $436,418
Net Assets With Donor Restrictions$29,477$614,894▲ $585,417
Total Net Assets Fund Balance$2,877,474$3,026,473▲ $148,999
Total Liabilities and Net Assets / Fund Balance$2,886,938$3,236,611▲ $349,673

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,107,444$2,425,137$3,532,581
Equipment$596,516-$596,516
Land$580,000-$580,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rick WesenbergPresident
Laurie NewtonVice President & Exec Director
April HamlinMember
Gillian WesenbergMember
Michael RondeauMember
VacantMember
Tom NelsonSecretary
Jason TroxelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,144,962
Program Service Revenue
$61,530
Investment Income
$0
Other Revenue
$1,076,097
All Other Contributions
$1,040,461
Change in Net Assets
$157,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,086,441
Other Expenses$1,039,054
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,068,969$118,774-$1,187,743
Pension Plan Contributions$240,816$42,497-$283,313
Other Employee Benefits$201,011$35,472-$236,483
Payroll Taxes$183,507$32,384-$215,891
All Other Expenses$198,928$2,668-$201,596
Current Officers, Directors, Trustees, and Key Employees$130,409$32,602-$163,011
Occupancy$133,260$23,517-$156,777
Fees for Services Other$150,714--$150,714
Depreciation Depletion$103,954--$103,954
Other Expenses$56,247$15,843-$56,247
Insurance$31,013--$31,013
Fees for Services Accounting$13,750--$13,750
Office Expenses$4,605$813-$5,418
Travel$3,446$383-$3,829
Advertising$1,793--$1,793
Total Functional Expenses$2,820,542$304,953$0$3,125,495
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Retirement Payable$176,720
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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, Part VI, Section B, Line 11B

Executive director and office manager review prior to filing.

Form 990, Part VI, Section B, Line 15A

The board periodically compiles a list of comparable positions in the community and compentsation for all administrattive/leadership positions. (executive director, business manager, executive assistant and principal at present) salaries and benefit levels are set by the board with cost of living or benefit adjustments made annually.

Form 990, Part VI, Section C, Line 19

Phoenix school makes its governing documents, conflict of interest policy and financial statements available upon written request.

Filing and Contact Details

Filer

Filer Name
Phoenix School of Roseburg
EIN
93-0784536
Phone
5416733036
Address
3131 NE DIAMOND LAKE BLVD, ROSEBURG, OR 97470-3632

Signing Officer

Name
Laurie Newton
Title
Executive Director
Phone
5414401115
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laurie Newton
Formed
1981
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Neuner Davidson & Co
Address
PO BOX 1786, ROSEBURG, OR 97470
Preparer
Jeffrey Cooley
Phone
5416724886
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct fundraising expense

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising expense

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IRS990/ProgSrvcAccomActy2Grp/Desc0OTHER EXPENSES-SUBSIDIARY
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0946165
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt046
IRS990/PYOtherExpensesAmt0823482
IRS990/PYOtherRevenueAmt01000706
IRS990/PYProgramServiceRevenueAmt0101109
IRS990/PYRevenuesLessExpensesAmt0-152017
IRS990/PYSalariesCompEmpBnftPaidAmt01376561
IRS990/PYTotalExpensesAmt02200043
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02048026
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0157094
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/SchoolInd0X
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/BookValueAmt01107444
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02425137
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03532581
IRS990ScheduleD/EquipmentGrp/BookValueAmt0596516
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0596516
IRS990ScheduleD/LandGrp/BookValueAmt0580000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0580000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0176720
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RETIREMENT PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT FUNDRAISING EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT FUNDRAISING EXPENSE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02283960
IRS990ScheduleD/TotalLiabilityAmt0176720
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED POLICY IN LOCAL NEWSPAPER NONDISCRIMINATORY POSTER IN BUILDING PUBLISHED IN TEACHER HANDBOOK
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1PHOENIX SCHOOL RECEIVES VARIOUS STATE AND FEDERAL GRANTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE DIRECTOR AND OFFICE MANAGER REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD PERIODICALLY COMPILES A LIST OF COMPARABLE POSITIONS IN THE COMMUNITY AND COMPENTSATION FOR ALL ADMINISTRATTIVE/LEADERSHIP POSITIONS. (EXECUTIVE DIRECTOR, BUSINESS MANAGER, EXECUTIVE ASSISTANT AND PRINCIPAL AT PRESENT) SALARIES AND BENEFIT LEVELS ARE SET BY THE BOARD WITH COST OF LIVING OR BENEFIT ADJUSTMENTS MADE ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PHOENIX SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PHOENIX CHARTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0203372393
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARTER SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 2404
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROSEBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097470
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02886938
IRS990/TotalAssetsEOYAmt03236611
IRS990/TotalAssetsGrp/BOYAmt02886938
IRS990/TotalAssetsGrp/EOYAmt03236611
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02144962
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0304953
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02820542
IRS990/TotalFunctionalExpensesGrp/TotalAmt03125495
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09464
IRS990/TotalLiabilitiesEOYAmt0210138
IRS990/TotalLiabilitiesGrp/BOYAmt09464
IRS990/TotalLiabilitiesGrp/EOYAmt0210138
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02877474
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03026473
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02820542

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