Civic Intelligence

Cascade Policy Institute

990 • Fiscal year 2018 • EIN 93-1045925

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 06, 2019

Organization ProfileWWW.CASCADEPOLICY.ORG
4850 SW Scholls Ferry Road Suite 1Portland, OR 97225

(503) 242-0900

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,172,865

Flat from 2018

Net Assets

Flat

$923,721

Flat from 2018

Liabilities

Flat

$249,144

Flat from 2018

Revenue And Expenses

Revenue

Flat

$746,693

Flat from 2018

Expenses

Flat

$641,377

Flat from 2018

Net Income

Flat

$105,316

Flat from 2018

Historical Trend

Balance Sheet Trend

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 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

2018

Assets$1,172,865
Liabilities$249,144
Net Assets$923,721
Open 2018 Filing

Operations Trend

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 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

2018

Revenue$746,693
Expenses$641,377
Net Income$105,316
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 6, 2019
Return Version
2018v3.1
Gross Receipts
$1,263,543
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
Investments in Publicly Traded Securities$170,313$653,275▲ $482,962
Savings and Temporary Cash Investments$535,542$399,653▼ $135,889
Cash and Non-Interest-Bearing Accounts$224,709$113,003▼ $111,706
Prepaid Expenses and Deferred Charges$7,841$4,415▼ $3,426
Land, Buildings, and Equipment, Net$2,138$2,093▼ $45
Total Assets$941,014$1,172,865▲ $231,851
Other Assets Total$471$426▼ $45
Liabilities
Escrow Account Liability$47,891$226,840▲ $178,949
Accounts Payable and Accrued Expenses$27,797$22,304▼ $5,493
Total Liabilities$75,688$249,144▲ $173,456
Net Assets / Fund Balance
Unrestricted Net Assets$703,884$905,712▲ $201,828
Temporarily Rstr Net Assets$161,442$18,009▼ $143,433
Total Net Assets Fund Balance$865,326$923,721▲ $58,395
Total Liabilities and Net Assets / Fund Balance$941,014$1,172,865▲ $231,851

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,093$17,529$19,622
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John a Charles JrPresident anFT$126,500$8,855$135,355

Board Members and Trustees

NameTitle
William B Conerly PhdChairman
Gilion DumasVice Chair
Manuel CastanedaDirector
Michael L Barton PhdDirector
Pamela Sheldon MorrisDirector
Peter WendelDirector
Ruppert ReinstadlerDirector
William UdySec/treasure
Revenue and Support

Revenue Composition

Contributions and Grants
$728,848
Program Service Revenue
$0
Investment Income
$17,845
Other Revenue
$0
All Other Contributions
$728,848
Change in Net Assets
$105,316

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded3$42,733
Total Noncash Contributions3$42,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$351,264
Other Expenses$290,113
Total Fundraising Expense$73,803
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$111,766$48,790$19,641$180,197
Fees for Services Other$160,430$311$1,653$162,394
Current Officers, Directors, Trustees, and Key Employees$78,461$34,251$13,788$126,500
Occupancy$24,665$10,976$4,553$40,194
Payroll Taxes$14,626$6,385$2,570$23,581
Pension Plan Contributions$13,016$5,682$2,288$20,986
Conferences and Meetings$14,284$2,468$2,994$19,746
Fees for Services Accounting$9,429$3,891$1,646$14,966
Office Expenses$6,245$2,552$1,192$9,989
Fees for Services Lobbying$3,200--$3,200
Other Expenses$1,562$693$281$2,536
All Other Expenses$1,304$114$45$1,463
Insurance$714$294$137$1,145
Depreciation Depletion$791$69-$860
Total Functional Expenses$450,521$117,053$73,803$641,377
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
2019-03-06

Organization Details

Principal Officer
John a Charles Jr
Formed
1991
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
6

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 38,297 0 0 other professional fees 7,449 311 1,653 educ, networking, outreach 35,200 0 0 event planning, web design 79,484 0 0 total 160,430 311 1,653”

Financial Statement Notes

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

“The organization holds funds raised for the specific purpose of disbursing them as scholarship awards. When funds are received, they are recorded as a liability on the organization's books and the funds are deposited in a separate checking account. The organization authorizes and approves disbursements - at which time funds are released and the liability on its books is reduced.”

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IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HOLDS FUNDS RAISED FOR THE SPECIFIC PURPOSE OF DISBURSING THEM AS SCHOLARSHIP AWARDS. WHEN FUNDS ARE RECEIVED, THEY ARE RECORDED AS A LIABILITY ON THE ORGANIZATION'S BOOKS AND THE FUNDS ARE DEPOSITED IN A SEPARATE CHECKING ACCOUNT. THE ORGANIZATION AUTHORIZES AND APPROVES DISBURSEMENTS - AT WHICH TIME FUNDS ARE RELEASED AND THE LIABILITY ON ITS BOOKS IS REDUCED.
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IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0TD AMERITRADE USED TO PROCESS NON-CASH CONTRIBUTIONS.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE M, PAGE 1, PART I, LINE 32B
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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 38,297 0 0 OTHER PROFESSIONAL FEES 7,449 311 1,653 EDUC, NETWORKING, OUTREACH 35,200 0 0 EVENT PLANNING, WEB DESIGN 79,484 0 0 TOTAL 160,430 311 1,653
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
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,172,865
Liabilities
$249,144
Net assets
$923,721
Revenue
$746,693
Expenses
$641,377
Net income
$105,316
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
2018Detailed filing. Detailed filing data is available for this year.$1.17$0.25$0.92$0.75$0.64$0.11
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
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