Civic Intelligence

Planned Parenthood Advocates of Oregon

990 • Fiscal year 2014 • EIN 93-1040482

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 16, 2015

PO Box 1226797212-0267

(503) 775-4931

Siviq Scores

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

Liabilities / Assets

95th percentile

0.85x

Higher debt load relative to assets than 95% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

87th percentile

0.36x

Higher debt load relative to revenue than 87% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

57th percentile

6.1%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

98th percentile

$80,180

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

90th percentile

45%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Up

$200,376

Up $62,049 (+45%) from 2013

Net Assets

Up

$30,084

Up $29,139 (+3083%) from 2013

Liabilities

Up

$170,292

Up $32,910 (+24%) from 2013

Revenue

$475,722

No earlier filing loaded for comparison.

Expenses

Down

$446,583

Down $31,961 (-6.7%) from 2013

Net Income

$29,139

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $181,539Liabilities 2010: $171,810Net Assets 2010: $9,7292010Assets 2011: $161,133Liabilities 2011: $154,407Net Assets 2011: $6,7262011Assets 2012: $150,588Liabilities 2012: $136,865Net Assets 2012: $13,7232012Assets 2013: $138,327Liabilities 2013: $137,382Net Assets 2013: $9452013Assets 2014: $200,376Liabilities 2014: $170,292Net Assets 2014: $30,0842014Assets 2015: $170,483Liabilities 2015: $117,183Net Assets 2015: $53,3002015Assets 2016: $125,100Liabilities 2016: $79,968Net Assets 2016: $45,1322016Assets 2017: $183,416Liabilities 2017: $124,129Net Assets 2017: $59,2872017Assets 2018: $461,609Liabilities 2018: $77,855Net Assets 2018: $383,7542018Assets 2019: $739,959Liabilities 2019: $145,465Net Assets 2019: $594,4942019Assets 2020: $766,020Liabilities 2020: $84,501Net Assets 2020: $681,5192020Assets 2021: $961,316Liabilities 2021: $34,451Net Assets 2021: $926,8652021Assets 2022: $1,291,310Liabilities 2022: $45,091Net Assets 2022: $1,246,2192022Assets 2023: $1,761,520Liabilities 2023: $84,273Net Assets 2023: $1,677,2472023Assets 2024: $2,145,003Liabilities 2024: $77,192Net Assets 2024: $2,067,8112024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2014

Assets$200,376
Liabilities$170,292
Net Assets$30,084

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2010: $481,234Expenses 2010: $471,596Net Income 2010: $9,6382010Expenses 2011: $450,7832011Expenses 2012: $452,1922012Expenses 2013: $478,5442013Revenue 2014: $475,722Expenses 2014: $446,583Net Income 2014: $29,1392014Revenue 2015: $578,948Expenses 2015: $555,732Net Income 2015: $23,2162015Revenue 2016: $463,418Expenses 2016: $471,586Net Income 2016: -$8,1682016Revenue 2017: $641,129Expenses 2017: $626,974Net Income 2017: $14,1552017Revenue 2018: $919,242Expenses 2018: $621,983Net Income 2018: $297,2592018Revenue 2019: $959,167Expenses 2019: $750,620Net Income 2019: $208,5472019Revenue 2020: $771,000Expenses 2020: $683,975Net Income 2020: $87,0252020Revenue 2021: $778,398Expenses 2021: $533,052Net Income 2021: $245,3462021Revenue 2022: $909,301Expenses 2022: $589,947Net Income 2022: $319,3542022Revenue 2023: $1,183,050Expenses 2023: $752,021Net Income 2023: $431,0292023Revenue 2024: $1,101,088Expenses 2024: $710,524Net Income 2024: $390,5642024Revenue 2025: $76,562Expenses 2025: $2,026,831Net Income 2025: -$1,950,2692025

Highlighted filing

2014

Revenue$475,722
Expenses$446,583
Net Income$29,139
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 16, 2015
Return Version
2013v4.0
Gross Receipts
$492,588
Mission and Program Overview

Mission

To advocate for public policy changes that will enhance and protect reproductive rights, and build support and accountability among the elected officials in oregon.

Advocacy for reproductive rights.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$87,901$144,667▲ $56,766
Accounts Receivable$50,373$55,656▲ $5,283
Total Assets$138,327$200,376▲ $62,049
Other Assets Total$53$53→ $0
Liabilities
Deferred Revenue$86,236$86,236→ $0
Accounts Payable and Accrued Expenses$51,146$84,056▲ $32,910
Total Liabilities$137,382$170,292▲ $32,910
Net Assets / Fund Balance
Unrestricted Net Assets$945$30,084▲ $29,139
Total Net Assets Fund Balance$945$30,084▲ $29,139
Total Liabilities and Net Assets / Fund Balance$138,327$200,376▲ $62,049
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura Terrill PattenExecutive DirectorFT$80,000$180$80,180

Board Members and Trustees

NameTitle
Kamala ShugarChair
Anne MattsonBoard Member
Ben SouedeBoard Member
Brian ShipleyBoard Member
Cynthia PappasBoard Member
Frank GibsonBoard Member
Jennifer WilliamsonBoard Member
Jeston BlackBoard Member
Kristin CoppolaBoard Member
Leslie HowellBoard Member
Marilyn EpsteinBoard Member
Sharon BrennerBoard Member
Stacy CrossBoard Member
Jared Mason-gereSecretary
Jillian SchoeneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$479,483
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$-3,762
All Other Contributions
$97,309
Change in Net Assets
$29,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$315,660
Other Expenses$130,923
Total Fundraising Expense$778
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$235,479--$235,479
Current Officers, Directors, Trustees, and Key Employees$80,181--$80,181
Occupancy$45,503--$45,503
Fees for Services Other$23,731$13,558-$37,289
Other Expenses$958$2,303$685$3,946
All Other Expenses$1,587$223-$1,810
Insurance-$320-$320
Total Functional Expenses$426,560$19,245$778$446,583
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,866
Fundraising Gross Income$12,553
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$32,643$6,525$15,885$-9,360
Event 2$6,957$4,056$410$3,646
Total Events$49,783$12,553$16,866$-4,313
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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 11

Prior to filing form 990 with the internal revenue service, management provides a copy of the 990 to all board members, reviews the document with key board members, and provides the board an opportunity to ask questions of management.

Form 990, Part VI, Section B, Line 12C

Each board member annually reviews and confirms their understanding of the conflict of interest policy. All staff members are informed of the conflict of interest policy and are expected to adhere to that policy.

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

The board of directors reviews total compensation for the executive director in comparison to executive directors of other comparable portland, oregon based not-for-profit organizations. Minutes of the boards deliberations are taken and supporting documentation used in the boards analysis. The organization does not have any other employees who are considered officers or key employees.

Form 990, Part VI, Section C, Line 19

A complete copy of the organization's governing documents and form 990 can be obtained from the organization upon request.

Filing and Contact Details

Filer

EIN
93-1040482
Phone
5037754931

Signing Officer

Name
Laura Terrill Patten
Title
Executive Director
Phone
5037754931
Signed
2015-03-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Terrill Patten
Formed
1990
Legal Domicile
Or
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
1,085

Preparer

Preparer
Jason Hall
Phone
5032205900
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0551
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0551
IRS990/OtherRevenueTotalAmt0551
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0235479
IRS990/OtherSalariesAndWagesGrp/TotalAmt0235479
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LAURA TERRILL PATTEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0432910
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0182628
IRS990/PYOtherRevenueAmt032856
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-12778
IRS990/PYSalariesCompEmpBnftPaidAmt0295916
IRS990/PYTotalExpensesAmt0478544
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0465766
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt029139
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0344944
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt037230
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt026118
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02901
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt08211
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016866
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032643
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt010183
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt049783
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt06525
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01972
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012553
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0COURAGEOUS VOICES
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0IT'S NOT ME, IT'S YOU
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4313
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0571
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016866
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015885
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0410
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt05
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING FORM 990 WITH THE INTERNAL REVENUE SERVICE, MANAGEMENT PROVIDES A COPY OF THE 990 TO ALL BOARD MEMBERS, REVIEWS THE DOCUMENT WITH KEY BOARD MEMBERS, AND PROVIDES THE BOARD AN OPPORTUNITY TO ASK QUESTIONS OF MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER ANNUALLY REVIEWS AND CONFIRMS THEIR UNDERSTANDING OF THE CONFLICT OF INTEREST POLICY. ALL STAFF MEMBERS ARE INFORMED OF THE CONFLICT OF INTEREST POLICY AND ARE EXPECTED TO ADHERE TO THAT POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS TOTAL COMPENSATION FOR THE EXECUTIVE DIRECTOR IN COMPARISON TO EXECUTIVE DIRECTORS OF OTHER COMPARABLE PORTLAND, OREGON BASED NOT-FOR-PROFIT ORGANIZATIONS. MINUTES OF THE BOARDS DELIBERATIONS ARE TAKEN AND SUPPORTING DOCUMENTATION USED IN THE BOARDS ANALYSIS. THE ORGANIZATION DOES NOT HAVE ANY OTHER EMPLOYEES WHO ARE CONSIDERED OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COMPLETE COPY OF THE ORGANIZATION'S GOVERNING DOCUMENTS AND FORM 990 CAN BE OBTAINED FROM THE ORGANIZATION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0138327
IRS990/TotalAssetsEOYAmt0200376
IRS990/TotalAssetsGrp/BOYAmt0138327
IRS990/TotalAssetsGrp/EOYAmt0200376
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0479483
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0778
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019245
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0426560
IRS990/TotalFunctionalExpensesGrp/TotalAmt0446583
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0137382
IRS990/TotalLiabilitiesEOYAmt0170292
IRS990/TotalLiabilitiesGrp/BOYAmt0137382
IRS990/TotalLiabilitiesGrp/EOYAmt0170292
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0945
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt030084
IRS990/TotalOtherCompensationAmt0180
IRS990/TotalProgramServiceExpensesAmt0426560
IRS990/TotalReportableCompFromOrgAmt080000
IRS990/TotalRevenueGrp/ExclusionAmt0-4312
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0551
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0475722
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01085
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0138327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0200376
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0945
IRS990/UnrestrictedNetAssetsGrp/EOYAmt030084
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 12267
IRS990/USAddress/City0PORTLAND
IRS990/USAddress/State0OR
IRS990/USAddress/ZIPCode0972120267
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.CHOICEADVOCATES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA TERRILL PATTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05037754931
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10PLANNED PARENTHOOD ADVOCATES OF OREGON

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$2.03$1.95
2024Detailed filing. Detailed filing data is available for this year.$2.15$0.08$2.07$1.10$0.71$0.39
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.08$1.68$1.18$0.75$0.43
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.05$1.25$0.91$0.59$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.03$0.93$0.78$0.53$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.08$0.68$0.77$0.68$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.15$0.59$0.96$0.75$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.08$0.38$0.92$0.62$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.18$0.12$0.06$0.64$0.63$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.08$0.05$0.46$0.47$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.12$0.05$0.58$0.56$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.17$0.03$0.48$0.45$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.14$0.00$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.14$0.01$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.15$0.01$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.17$0.01$0.48$0.47$0.01