Civic Intelligence

Process Work Institute

990 • Fiscal year 2015 • EIN 93-1040479

Aug 01, 2014 to Jul 31, 2015 • Filed on Dec 17, 2015

2049 NW HoytPortland, OR 97209

(503) 223-8188

Siviq Scores

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

Liabilities / Assets

67th percentile

0.17x

Higher debt load relative to assets than 67% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

64th percentile

0.11x

Higher debt load relative to revenue than 64% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

30th percentile

-3.6%

Faster asset growth than 30% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$575,621

Down $21,481 (-3.6%) from 2014

Net Assets

Up

$479,390

Up $7,930 (+1.7%) from 2014

Liabilities

Down

$96,231

Down $29,411 (-23%) from 2014

Revenue

Up

$890,201

Up $223,541 (+34%) from 2014

Expenses

Up

$882,271

Up $131,778 (+18%) from 2014

Net Income

Up

$7,930

Up $91,763 (+109%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $853,004Liabilities 2011: $112,234Net Assets 2011: $740,7702011Assets 2012: $787,433Liabilities 2012: $118,869Net Assets 2012: $668,5642012Assets 2013: $664,636Liabilities 2013: $109,343Net Assets 2013: $555,2932013Assets 2014: $597,102Liabilities 2014: $125,642Net Assets 2014: $471,4602014Assets 2015: $575,621Liabilities 2015: $96,231Net Assets 2015: $479,3902015Assets 2016: $533,536Liabilities 2016: $98,445Net Assets 2016: $435,0912016Assets 2017: $349,408Liabilities 2017: $30,133Net Assets 2017: $319,2752017Assets 2018: $396,512Liabilities 2018: $13,146Net Assets 2018: $383,3662018Assets 2019: $352,832Liabilities 2019: $6,763Net Assets 2019: $346,0692019Assets 2020: $406,711Liabilities 2020: $40,833Net Assets 2020: $365,8782020Assets 2021: $364,050Liabilities 2021: $47,754Net Assets 2021: $316,2962021Assets 2022: $235,030Liabilities 2022: $21,416Net Assets 2022: $213,6142022Assets 2023: $565,041Liabilities 2023: $123,770Net Assets 2023: $441,2712023Assets 2024: $388,653Liabilities 2024: $70,351Net Assets 2024: $318,3022024Assets 2025: $327,872Liabilities 2025: $27,650Net Assets 2025: $300,2222025

Highlighted filing

2015

Assets$575,621
Liabilities$96,231
Net Assets$479,390

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $837,8032011Expenses 2012: $847,2682012Revenue 2013: $771,194Expenses 2013: $884,465Net Income 2013: -$113,2712013Revenue 2014: $666,660Expenses 2014: $750,493Net Income 2014: -$83,8332014Revenue 2015: $890,201Expenses 2015: $882,271Net Income 2015: $7,9302015Revenue 2016: $794,331Expenses 2016: $838,630Net Income 2016: -$44,2992016Revenue 2017: $557,920Expenses 2017: $673,736Net Income 2017: -$115,8162017Revenue 2018: $612,483Expenses 2018: $548,392Net Income 2018: $64,0912018Revenue 2019: $655,909Expenses 2019: $693,206Net Income 2019: -$37,2972019Revenue 2020: $649,872Expenses 2020: $630,063Net Income 2020: $19,8092020Revenue 2021: $548,813Expenses 2021: $598,395Net Income 2021: -$49,5822021Revenue 2022: $526,597Expenses 2022: $629,729Net Income 2022: -$103,1322022Revenue 2023: $664,586Expenses 2023: $436,929Net Income 2023: $227,6572023Revenue 2024: $271,061Expenses 2024: $394,030Net Income 2024: -$122,9692024Revenue 2025: $373,574Expenses 2025: $391,654Net Income 2025: -$18,0802025

Highlighted filing

2015

Revenue$890,201
Expenses$882,271
Net Income$7,930
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 17, 2015
Return Version
2014v5.0
Gross Receipts
$890,434
Mission and Program Overview

Mission

Process work institute is dedicated to being a learning community of excellence, promoting research, training and development in process work. It aims to provide cutting edge knowledge and resources in process work and its applications.

Our mission is to provide vocational, high quality training in processwork facilitation methods and applications across individual, relationship, group and organizational contexts and to serve as a center for the teaching, research and development of techniques for working with process. We prepare graduates with the skills needed for employment in roles such as management, mediation, facilitation, individual coaching, leadership, human resource and community services management, international development, organizational consultancy and training. Process is the potentially meaningful flow of inner and outer signals that can be observed in individuals and groups. Processwork facilitation techniques work with behaviors, feelings, interactions, expression and inner experiences to elicit unexpected solutions and meaning from the most difficult problems. Our mission serves a diverse local and international community of learners seeking quality education and training delivered through a rigor

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$266,044$266,503▲ $459
Cash and Non-Interest-Bearing Accounts$282,610$172,736▼ $109,874
Accounts Receivable$28,621$114,237▲ $85,616
Savings and Temporary Cash Investments$16,328$16,352▲ $24
Prepaid Expenses and Deferred Charges$3,500$5,793▲ $2,293
Total Assets$597,103$575,621▼ $21,482
Liabilities
Deferred Revenue$96,094$54,131▼ $41,963
Accounts Payable and Accrued Expenses$29,549$35,247▲ $5,698
Unsecured Notes Loans Payable-$6,853-
Total Liabilities$125,643$96,231▼ $29,412
Net Assets / Fund Balance
Unrestricted Net Assets$471,460$479,390▲ $7,930
Total Net Assets Fund Balance$471,460$479,390▲ $7,930
Total Liabilities and Net Assets / Fund Balance$597,103$575,621▼ $21,482

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$239,614$122,912$362,526
Equipment$12,466$40,179$52,645
Other Land Buildings$14,423$164$14,587
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Chris Allen Ph DPresidentFT$48,000$48,000

Board Members and Trustees

NameTitle
Julie Diamond Ph DChairperson
Janet BennettDirector
MARK O'CONNELLDirector
Meliss MartonDirector
Ralph WhiteDirector
Amy PalatnicksStudent Repr
Revenue and Support

Revenue Composition

Contributions and Grants
$1,632
Program Service Revenue
$852,958
Investment Income
$95
Other Revenue
$35,516
All Other Contributions
$1,632
Change in Net Assets
$7,930

Audited Revenue Reconciliation

Revenue per Audited Statements
$890,201
Total Revenue per Audited Statements
$890,201
Total Revenue per Form 990
$890,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$685,633
Other Expenses$196,638
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$466,717$218,916-$685,633
Occupancy$60,000$24,671-$84,671
Office Expenses$4,184$29,582-$33,766
Depreciation Depletion$11,214$15,184-$26,398
Insurance$10,964--$10,964
Fees for Services Accounting-$9,219-$9,219
Other Expenses$8,600$7,100-$7,100
Advertising-$4,110-$4,110
Royalties-$3,528-$3,528
Total Functional Expenses$561,679$320,592$0$882,271

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$882,271
Total Expenses per Audited Statements$882,271
Total Expenses per Form 990$882,271
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 reviewed by organization management.

Form 990, Page 6, Part VI, Line 19

Financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Process Work Institute
EIN
93-1040479
Address
2049 NW HOYT, PORTLAND, OR 97209

Signing Officer

Name
Chris Allen
Title
President
Signed
2015-12-17

Organization Details

Principal Officer
Chris Allen
Formed
1989
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
4
Employees
6

Preparer

Firm
Erickson & Carnegie Llp
Address
PO BOX 395, TROUTDALE, OR 97060-0395
Preparer
James a Carnegie
Phone
5034924411
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Our mission is to provide vocational, high quality training in processwork facilitation methods and applications across individual, relationship, group and organizational contexts and to serve as a center for the teaching, research and development of techniques for working with process. We prepare graduates with the skills needed for employment in roles such as management, mediation, facilitation, individual coaching, leadership, human resource and community services management, international development, organizational consultancy and training. Process is the potentially meaningful flow of inner and outer signals that can be observed in individuals and groups. Processwork facilitation techniques work with behaviors, feelings, interactions, expression and inner experiences to elicit unexpected solutions and meaning from the most difficult problems. Our mission serves a diverse local and international community of learners seeking quality education and training delivered through a rigorous combination of academic and vocational study; practical and experiential learning; personal development and social awareness.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR MISSION IS TO PROVIDE VOCATIONAL, HIGH QUALITY TRAINING IN PROCESSWORK FACILITATION METHODS AND APPLICATIONS ACROSS INDIVIDUAL, RELATIONSHIP, GROUP AND ORGANIZATIONAL CONTEXTS AND TO SERVE AS A CENTER FOR THE TEACHING, RESEARCH AND DEVELOPMENT OF TECHNIQUES FOR WORKING WITH PROCESS. WE PREPARE GRADUATES WITH THE SKILLS NEEDED FOR EMPLOYMENT IN ROLES SUCH AS MANAGEMENT, MEDIATION, FACILITATION, INDIVIDUAL COACHING, LEADERSHIP, HUMAN RESOURCE AND COMMUNITY SERVICES MANAGEMENT, INTERNATIONAL DEVELOPMENT, ORGANIZATIONAL CONSULTANCY AND TRAINING. PROCESS IS THE POTENTIALLY MEANINGFUL FLOW OF INNER AND OUTER SIGNALS THAT CAN BE OBSERVED IN INDIVIDUALS AND GROUPS. PROCESSWORK FACILITATION TECHNIQUES WORK WITH BEHAVIORS, FEELINGS, INTERACTIONS, EXPRESSION AND INNER EXPERIENCES TO ELICIT UNEXPECTED SOLUTIONS AND MEANING FROM THE MOST DIFFICULT PROBLEMS. OUR MISSION SERVES A DIVERSE LOCAL AND INTERNATIONAL COMMUNITY OF LEARNERS SEEKING QUALITY EDUCATION AND TRAINING DELIVERED THROUGH A RIGOROUS COMBINATION OF ACADEMIC AND VOCATIONAL STUDY; PRACTICAL AND EXPERIENTIAL LEARNING; PERSONAL DEVELOPMENT AND SOCIAL AWARENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 REVIEWED BY ORGANIZATION MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
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ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROCESS WORK INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PROC
ReturnHeader/Filer/EIN0931040479
ReturnHeader/Filer/USAddress/AddressLine1Txt02049 NW HOYT
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097209
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & CARNEGIE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 395
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROUTDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970600395
ReturnHeader/PreparerPersonGrp/PhoneNum05034924411
ReturnHeader/PreparerPersonGrp/PreparationDt02015-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A CARNEGIE
ReturnHeader/ReturnTs02015-12-21T11:07:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

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.$3.28$0.28$3.00$3.74$3.92$0.18
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.70$3.18$2.71$3.94$1.23
2023Detailed filing. Detailed filing data is available for this year.$5.65$1.24$4.41$6.65$4.37$2.28
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.21$2.14$5.27$6.30$1.03
2021Detailed filing. Detailed filing data is available for this year.$3.64$0.48$3.16$5.49$5.98$0.50
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.41$3.66$6.50$6.30$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.07$3.46$6.56$6.93$0.37
2018Detailed filing. Detailed filing data is available for this year.$3.97$0.13$3.83$6.12$5.48$0.64
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.30$3.19$5.58$6.74$1.16
2016Detailed filing. Detailed filing data is available for this year.$5.34$0.98$4.35$7.94$8.39$0.44
2015Detailed filing. Detailed filing data is available for this year.$5.76$0.96$4.79$8.90$8.82$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.97$1.26$4.71$6.67$7.50$0.84
2013Summary only. Only limited summary data is available for this year.$6.65$1.09$5.55$7.71$8.84$1.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.87$1.19$6.69$8.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.53$1.12$7.41$8.38