Civic Intelligence

Cascade Policy Institute

990 • Fiscal year 2016 • EIN 93-1045925

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 30, 2017

Organization ProfileWWW.CASCADEPOLICY.ORG
4850 SW Scholls Ferry Road Ste 103Portland, OR 97225

(503) 242-0900

Siviq Scores

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

Liabilities / Assets

60th percentile

0.09x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.08x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$135,200

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

83rd percentile

27%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

39%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$708,024

Up $150,689 (+27%) from 2015

Net Assets

Up

$643,560

Up $186,320 (+41%) from 2015

Liabilities

Down

$64,464

Down $35,631 (-36%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin81st percentile

Revenue

Up

$774,530

Up $219,041 (+39%) from 2015

Expenses

Up

$588,210

Up $45,383 (+8.4%) from 2015

Net Income

Up

$186,320

Up $173,658 (+1371%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $547,154Liabilities 2010: $64,008Net Assets 2010: $483,1462010Assets 2011: $529,570Liabilities 2011: $87,132Net Assets 2011: $442,4382011Assets 2012: $529,187Liabilities 2012: $95,880Net Assets 2012: $433,3072012Assets 2013: $522,064Liabilities 2013: $108,203Net Assets 2013: $413,8612013Assets 2014: $534,308Liabilities 2014: $89,730Net Assets 2014: $444,5782014Assets 2015: $557,335Liabilities 2015: $100,095Net Assets 2015: $457,2402015Assets 2016: $708,024Liabilities 2016: $64,464Net Assets 2016: $643,5602016Assets 2017: $941,014Liabilities 2017: $75,688Net Assets 2017: $865,3262017Assets 2018: $1,172,865Liabilities 2018: $249,144Net Assets 2018: $923,7212018Assets 2019: $1,707,636Liabilities 2019: $260,323Net Assets 2019: $1,447,3132019Assets 2020: $1,880,163Liabilities 2020: $251,463Net Assets 2020: $1,628,7002020Assets 2021: $2,175,790Liabilities 2021: $243,584Net Assets 2021: $1,932,2062021Assets 2022: $2,237,653Liabilities 2022: $449,200Net Assets 2022: $1,788,4532022Assets 2023: $3,168,573Liabilities 2023: $547,076Net Assets 2023: $2,621,4972023Assets 2024: $3,820,292Liabilities 2024: $568,125Net Assets 2024: $3,252,1672024Assets 2025: $4,768,864Liabilities 2025: $677,679Net Assets 2025: $4,091,1852025

Highlighted filing

2016

Assets$708,024
Liabilities$64,464
Net Assets$643,560
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $976,2272010Expenses 2011: $984,2332011Revenue 2012: $687,838Expenses 2012: $696,969Net Income 2012: -$9,1312012Revenue 2013: $591,483Expenses 2013: $610,929Net Income 2013: -$19,4462013Revenue 2014: $622,288Expenses 2014: $591,571Net Income 2014: $30,7172014Revenue 2015: $555,489Expenses 2015: $542,827Net Income 2015: $12,6622015Revenue 2016: $774,530Expenses 2016: $588,210Net Income 2016: $186,3202016Revenue 2017: $775,994Expenses 2017: $555,750Net Income 2017: $220,2442017Revenue 2018: $746,693Expenses 2018: $641,377Net Income 2018: $105,3162018Revenue 2019: $1,140,206Expenses 2019: $737,100Net Income 2019: $403,1062019Revenue 2020: $856,444Expenses 2020: $770,039Net Income 2020: $86,4052020Revenue 2021: $907,454Expenses 2021: $803,984Net Income 2021: $103,4702021Revenue 2022: $999,580Expenses 2022: $759,575Net Income 2022: $240,0052022Revenue 2023: $1,367,178Expenses 2023: $760,443Net Income 2023: $606,7352023Revenue 2024: $1,169,693Expenses 2024: $831,660Net Income 2024: $338,0332024Revenue 2025: $1,349,303Expenses 2025: $917,384Net Income 2025: $431,9192025

Highlighted filing

2016

Revenue$774,530
Expenses$588,210
Net Income$186,320
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 30, 2017
Return Version
2016v3.0
Gross Receipts
$774,530
Mission and Program Overview

Mission

To develop and promote public policy alternatives that foster individual liberty, personal responsibility and economic opportunity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$464,997$647,696▲ $182,699
Cash and Non-Interest-Bearing Accounts$80,850$53,853▼ $26,997
Investments in Publicly Traded Securities$5,040--
Prepaid Expenses and Deferred Charges$4,042$4,273▲ $231
Land, Buildings, and Equipment, Net$2,406$2,202▼ $204
Total Assets$557,335$708,024▲ $150,689
Liabilities
Escrow Account Liability$52,618$39,296▼ $13,322
Accounts Payable and Accrued Expenses$47,477$25,168▼ $22,309
Total Liabilities$100,095$64,464▼ $35,631
Net Assets / Fund Balance
Unrestricted Net Assets$402,216$506,002▲ $103,786
Temporarily Rstr Net Assets$55,024$137,558▲ $82,534
Total Net Assets Fund Balance$457,240$643,560▲ $186,320
Total Liabilities and Net Assets / Fund Balance$557,335$708,024▲ $150,689

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,202$16,379$18,581
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John a Charles JrPresident anFT$130,000$5,200$135,200
Tina PisentiExec Vice PrFT$66,101$2,644$68,745

Board Members and Trustees

NameTitle
William B Conerly PhdChairman
Gilion DumasDirector
Jon EggeDirector
Lawrence W Dennis SrDirector
Manuel CastanedaDirector
Michael L Barton PhdDirector
Pamela Sheldon MorrisDirector
William UdySec/treasure
Revenue and Support

Revenue Composition

Contributions and Grants
$760,928
Program Service Revenue
$0
Investment Income
$687
Other Revenue
$12,915
All Other Contributions
$760,928
Change in Net Assets
$186,320

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Closely Held Stock3$340,334Fair Market Value
Total Noncash Contributions3$340,334-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$362,620
Other Expenses$225,590
Total Fundraising Expense$75,083
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$152,309$17,673$26,119$196,101
Other Salaries and Wages$100,123$11,618$17,169$128,910
Occupancy-$41,531-$41,531
Fees for Services Other$26,004$1,699$422$28,125
Payroll Taxes$19,774$2,295$3,391$25,460
Conferences and Meetings$19,318$3,889$930$24,137
Office Expenses$-1,408$7,050$14,622$20,264
Fees for Services Accounting-$13,148-$13,148
Pension Plan Contributions$9,436$1,095$1,618$12,149
Other Expenses$785$1,747$345$1,747
All Other Expenses$670$1,069-$1,739
Insurance-$1,235-$1,235
Depreciation Depletion$683$336-$1,019
Total Functional Expenses$405,614$107,513$75,083$588,210
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
Yes
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

“A copy of the 990 is provided to the secretary/treasurer for review and approval prior to submission for filing”

Form 990, Page 6, Part VI, Line 15A

“The ceo's compensation is determined by the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“The executive vp/coo's compensation is determined by the ceo who weighs performance, what the organization can afford, and industry averages.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents and form 990 filings are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Cascade Policy Institute
EIN
93-1045925
Phone
5032420900
Address
4850 SW SCHOLLS FERRY ROAD STE 103, PORTLAND, OR 97225

Signing Officer

Name
John a Charles Jr
Title
President and CEO
Phone
5032420900
Signed
2017-07-30

Organization Details

Principal Officer
John a Charles Jr
Formed
1991
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
5

Preparer

Firm
Verity Accountancy Pc
Address
6915 SW MACADAM AVE STE 145, PORTLAND, OR 97219-2382
Preparer
Jeffrey a Hart
Phone
5032815213
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The organization holds funds on behalf of another organization. When funds are received they are recorded as a liability on the organization's books and the funds are deposited in their checking account. The controlling organization authorizes and approves disbursements at which time the organization releases the funds and reduces the liability on their books.”

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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0464997
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0647696
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0620331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0587653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0672127
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03192231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0687
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0493
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02760
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt012915
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IRS990ScheduleA/PublicSupportPY170Pct00.57920
IRS990ScheduleA/PublicSupportTotal170Amt01899232
IRS990ScheduleA/SubstantialContributorsTotAmt01292999
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0672127
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03192231
IRS990ScheduleA/TotalSupportAmt03194991
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt026606
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt028434
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt030603
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0114131
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0113952
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0106424
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0113736
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0122411
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0456523
IRS990ScheduleC/GrassrootsCeilingAmt0171197
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt028488
IRS990ScheduleC/LobbyingCeilingAmt0684785
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0113952
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0593010
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0593010
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02202
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016379
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018581
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HOLDS FUNDS ON BEHALF OF ANOTHER ORGANIZATION. WHEN FUNDS ARE RECEIVED THEY ARE RECORDED AS A LIABILITY ON THE ORGANIZATION'S BOOKS AND THE FUNDS ARE DEPOSITED IN THEIR CHECKING ACCOUNT. THE CONTROLLING ORGANIZATION AUTHORIZES AND APPROVES DISBURSEMENTS AT WHICH TIME THE ORGANIZATION RELEASES THE FUNDS AND REDUCES THE LIABILITY ON THEIR BOOKS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02202
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
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IRS990ScheduleM/SecuritiesCloselyHeldStockGrp/NoncashContributionsRptF990Amt0340334
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS PROVIDED TO THE SECRETARY/TREASURER FOR REVIEW AND APPROVAL PRIOR TO SUBMISSION FOR FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE VP/COO'S COMPENSATION IS DETERMINED BY THE CEO WHO WEIGHS PERFORMANCE, WHAT THE ORGANIZATION CAN AFFORD, AND INDUSTRY AVERAGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS AND FORM 990 FILINGS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
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IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt05
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0107513
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0405614
IRS990/TotalFunctionalExpensesGrp/TotalAmt0588210
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt0100095
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IRS990/TotalOtherCompensationAmt07844
IRS990/TotalProgramServiceExpensesAmt0405614
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IRS990/USAddress/CityNm0PORTLAND
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IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$708,024
Liabilities
$64,464
Net assets
$643,560
Revenue
$774,530
Expenses
$588,210
Net income
$186,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.77$0.68$4.09$1.35$0.92$0.43
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.57$3.25$1.17$0.83$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.55$2.62$1.37$0.76$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.45$1.79$1.00$0.76$0.24
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.24$1.93$0.91$0.80$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.25$1.63$0.86$0.77$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.26$1.45$1.14$0.74$0.40
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.25$0.92$0.75$0.64$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.08$0.87$0.78$0.56$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.06$0.64$0.77$0.59$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.10$0.46$0.56$0.54$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.09$0.44$0.62$0.59$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.11$0.41$0.59$0.61$0.02
2012Summary only. Only limited summary data is available for this year.$0.53$0.10$0.43$0.69$0.70$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.09$0.44$0.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.06$0.48$0.98
Peer Organizations

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