Civic Intelligence

Cascade Policy Institute

990 • Fiscal year 2017 • EIN 93-1045925

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 17, 2018

Organization ProfileWWW.CASCADEPOLICY.ORG
4850 SW Scholls Ferry Road Suite 1Portland, 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

0.08x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.10x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$131,560

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

84th percentile

33%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

0.2%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$941,014

Up $232,990 (+33%) from 2016

Net Assets

Up

$865,326

Up $221,766 (+34%) from 2016

Liabilities

Up

$75,688

Up $11,224 (+17%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin83rd percentile

Revenue

Up

$775,994

Up $1,464 (+0.2%) from 2016

Expenses

Down

$555,750

Down $32,460 (-5.5%) from 2016

Net Income

Up

$220,244

Up $33,924 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2017

Assets$941,014
Liabilities$75,688
Net Assets$865,326
Open 2017 Filing

Operations Trend

Revenue Growth40th 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

2017

Revenue$775,994
Expenses$555,750
Net Income$220,244
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 17, 2018
Return Version
2017v2.2
Gross Receipts
$948,490
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$647,696$535,542▼ $112,154
Cash and Non-Interest-Bearing Accounts$53,853$224,709▲ $170,856
Investments in Publicly Traded Securities-$170,313-
Prepaid Expenses and Deferred Charges$4,273$7,841▲ $3,568
Land, Buildings, and Equipment, Net$2,202$2,138▼ $64
Total Assets$708,024$941,014▲ $232,990
Other Assets Total-$471-
Liabilities
Escrow Account Liability$39,296$47,891▲ $8,595
Accounts Payable and Accrued Expenses$25,168$27,797▲ $2,629
Total Liabilities$64,464$75,688▲ $11,224
Net Assets / Fund Balance
Unrestricted Net Assets$506,002$843,670▲ $337,668
Temporarily Rstr Net Assets$137,558$21,656▼ $115,902
Total Net Assets Fund Balance$643,560$865,326▲ $221,766
Total Liabilities and Net Assets / Fund Balance$708,024$941,014▲ $232,990

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,138$17,269$19,407
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John a Charles JrPresident anFT$126,500$5,060$131,560

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$770,446
Program Service Revenue
$0
Investment Income
$3,818
Other Revenue
$1,730
All Other Contributions
$770,446
Change in Net Assets
$220,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$341,446
Other Expenses$214,304
Total Fundraising Expense$67,981
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$131,276$25,924$19,741$176,941
Current Officers, Directors, Trustees, and Key Employees$93,853$18,533$14,114$126,500
Fees for Services Other$81,414$2,779$1,783$85,976
Occupancy$28,695$6,019$4,557$39,271
Conferences and Meetings$29,977$956$4,179$35,112
Payroll Taxes$17,202$3,397$2,587$23,186
Pension Plan Contributions$10,995$2,171$1,653$14,819
Fees for Services Accounting$12,177--$12,177
Office Expenses$6,840$1,565$-94$8,311
Other Expenses$1,290$273$206$1,769
All Other Expenses$1,307$52$49$1,408
Insurance$1,003$196$156$1,355
Depreciation Depletion$701$190-$891
Total Functional Expenses$424,596$63,173$67,981$555,750
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
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

“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 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 SUITE 1, PORTLAND, OR 97225

Signing Officer

Name
William Udy
Title
Sec/treasurer
Phone
5032420900
Signed
2018-02-17

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

Additional Explanations

Form 990, Part IX, Line 11G

“Research 3,245 0 0 other professional fees 78,169 2,779 1,783 total 81,414 2,779 1,783”

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.”

Raw XML AppendixShowing 400 of 420 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt025168
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt027797
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO DEVELOP AND PROMOTE PUBLIC POLICY ALTERNATIVES THAT FOSTER INDIVIDUAL LIBERTY, PERSONAL RESPONSIBILITY AND ECONOMIC OPPORTUNITY.
IRS990/AllOtherContributionsAmt0770446
IRS990/AllOtherExpensesGrp/FundraisingAmt049
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt052
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01307
IRS990/AllOtherExpensesGrp/TotalAmt01408
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0WILLIAM UDY
IRS990/BooksInCareOfDetail/PhoneNum05032420900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04850 SW SCHOLLS FERRY ROAD 103
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097225
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt053853
IRS990/CashNonInterestBearingGrp/EOYAmt0224709
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt014114
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018533
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt093853
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0126500
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt04179
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0956
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt029977
IRS990/ConferencesMeetingsGrp/TotalAmt035112
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0770446
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03818
IRS990/CYOtherExpensesAmt0214304
IRS990/CYOtherRevenueAmt01730
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0220244
IRS990/CYSalariesCompEmpBnftPaidAmt0341446
IRS990/CYTotalExpensesAmt0555750
IRS990/CYTotalFundraisingExpenseAmt067981
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0775994
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0190
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0701
IRS990/DepreciationDepletionGrp/TotalAmt0891
IRS990/Desc0RESEARCH, WRITING, PUBLISHING, SPONSORING PUBLIC SPEAKERS, PROVIDING INTERNSHIPS TO COLLEGE STUDENTS, FACILITATION OF CHILDRENS SCHOLARSHIP FUND - PORTLAND. BENEFICIARIES ARE ALL OREGONIANS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt039296
IRS990/EscrowAccountLiabilityGrp/EOYAmt047891
IRS990/ExpenseAmt0424596
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt012177
IRS990/FeesForServicesAccountingGrp/TotalAmt012177
IRS990/FeesForServicesOtherGrp/FundraisingAmt01783
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02779
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt081414
IRS990/FeesForServicesOtherGrp/TotalAmt085976
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt45060
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL L BARTON PHD
IRS990/Form990PartVIISectionAGrp/PersonNm1LAWRENCE W DENNIS SR
IRS990/Form990PartVIISectionAGrp/PersonNm2PAMELA SHELDON MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm3MANUEL CASTANEDA
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN A CHARLES JR
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM B CONERLY PHD
IRS990/Form990PartVIISectionAGrp/PersonNm6GILION DUMAS
IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM UDY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4126500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT AN
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SEC/TREASURE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt064
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0172560
IRS990/GrossReceiptsAmt0948490
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0156
IRS990/InsuranceGrp/ManagementAndGeneralAmt0196
IRS990/InsuranceGrp/ProgramServicesAmt01003
IRS990/InsuranceGrp/TotalAmt01355
IRS990/InvestmentIncomeGrp/ExclusionAmt03754
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03754
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0170313
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017269
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02202
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02138
IRS990/LandBldgEquipCostOrOtherBssAmt019407
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0172496
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO DEVELOP AND PROMOTE PUBLIC POLICY ALTERNATIVES THAT FOSTER INDIVIDUAL LIBERTY, PERSONAL RESPONSIBILITY AND ECONOMIC OPPORTUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0643560
IRS990/NetAssetsOrFundBalancesEOYAmt0865326
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt064
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt064
IRS990/NetUnrlzdGainsLossesInvstAmt01522
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt04557
IRS990/OccupancyGrp/ManagementAndGeneralAmt06019
IRS990/OccupancyGrp/ProgramServicesAmt028695
IRS990/OccupancyGrp/TotalAmt039271
IRS990/OfficeExpensesGrp/FundraisingAmt0-94
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01565
IRS990/OfficeExpensesGrp/ProgramServicesAmt06840
IRS990/OfficeExpensesGrp/TotalAmt08311
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0471
IRS990/OtherExpensesGrp/Desc0POSTAGE
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2EDUCATION AND PROMOTION
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt012083
IRS990/OtherExpensesGrp/FundraisingAmt16844
IRS990/OtherExpensesGrp/FundraisingAmt2123
IRS990/OtherExpensesGrp/FundraisingAmt3206
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0592
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1526
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2273
IRS990/OtherExpensesGrp/ProgramServicesAmt02685
IRS990/OtherExpensesGrp/ProgramServicesAmt12863
IRS990/OtherExpensesGrp/ProgramServicesAmt22318
IRS990/OtherExpensesGrp/ProgramServicesAmt31290
IRS990/OtherExpensesGrp/TotalAmt015360
IRS990/OtherExpensesGrp/TotalAmt110233
IRS990/OtherExpensesGrp/TotalAmt22441
IRS990/OtherExpensesGrp/TotalAmt31769
IRS990/OtherRevenueMiscGrp/Desc0SPECIAL EVENTS AND ACTIVITIES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01730
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01730
IRS990/OtherRevenueTotalAmt01730
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt019741
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025924
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0131276
IRS990/OtherSalariesAndWagesGrp/TotalAmt0176941
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02587
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03397
IRS990/PayrollTaxesGrp/ProgramServicesAmt017202
IRS990/PayrollTaxesGrp/TotalAmt023186
IRS990/PensionPlanContributionsGrp/FundraisingAmt01653
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02171
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010995
IRS990/PensionPlanContributionsGrp/TotalAmt014819
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04273
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07841
IRS990/PrincipalOfficerNm0JOHN A CHARLES JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0760928
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0687
IRS990/PYOtherExpensesAmt0225590
IRS990/PYOtherRevenueAmt012915
IRS990/PYRevenuesLessExpensesAmt0186320
IRS990/PYSalariesCompEmpBnftPaidAmt0362620
IRS990/PYTotalExpensesAmt0588210
IRS990/PYTotalRevenueAmt0774530
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0220244
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0647696
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0535542
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0770446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0760928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0551192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0620331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0587653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03290550
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03754
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0687
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0588
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0452
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0540
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06021
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01730
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60000
IRS990ScheduleA/PublicSupportPY170Pct00.59440
IRS990ScheduleA/PublicSupportTotal170Amt01978078
IRS990ScheduleA/SubstantialContributorsTotAmt01312472
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0770446
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0760928
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0551192
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0620331
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0587653
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03290550
IRS990ScheduleA/TotalSupportAmt03296571
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt027091
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt028488
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt026606
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt028434
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0110619
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt0108363
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0113952
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0106424
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0113736
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0442475
IRS990ScheduleC/GrassrootsCeilingAmt0165929
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt027091
IRS990ScheduleC/LobbyingCeilingAmt0663713
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt0108363
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0555750
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0555750
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02138
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017269
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019407
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/TotalBookValueLandBuildingsAmt02138
IRS990/ScheduleJRequiredInd0false
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 ORGANIZATION'S GOVERNING DOCUMENTS AND FORM 990 FILINGS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESEARCH 3,245 0 0 OTHER PROFESSIONAL FEES 78,169 2,779 1,783 TOTAL 81,414 2,779 1,783
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0137558
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt021656
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0708024
IRS990/TotalAssetsEOYAmt0941014
IRS990/TotalAssetsGrp/BOYAmt0708024
IRS990/TotalAssetsGrp/EOYAmt0941014
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0770446
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt067981
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt063173
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0424596
IRS990/TotalFunctionalExpensesGrp/TotalAmt0555750
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt064464
IRS990/TotalLiabilitiesEOYAmt075688
IRS990/TotalLiabilitiesGrp/BOYAmt064464
IRS990/TotalLiabilitiesGrp/EOYAmt075688
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0643560
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0865326
IRS990/TotalOtherCompensationAmt05060
IRS990/TotalProgramServiceExpensesAmt0424596
IRS990/TotalReportableCompFromOrgAmt0126500
IRS990/TotalRevenueGrp/ExclusionAmt03818
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01730
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0775994
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0708024
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0941014
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0506002
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0843670
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04850 SW SCHOLLS FERRY ROAD STE 103
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097225
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.CASCADEPOLICY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM UDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05032420900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASCADE POLICY INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0CASC
ReturnHeader/Filer/EIN0931045925
ReturnHeader/Filer/PhoneNum05032420900
ReturnHeader/Filer/USAddress/AddressLine1Txt04850 SW SCHOLLS FERRY ROAD SUITE 1
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097225
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D8AB8D36921CF03BD360323348BCD9DEA8888B35

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$941,014
Liabilities
$75,688
Net assets
$865,326
Revenue
$775,994
Expenses
$555,750
Net income
$220,244
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
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.08$0.87$0.78$0.56$0.22
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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