Civic Intelligence

The Duniway Educational Foundation

990 • Fiscal year 2014 • EIN 93-1204172

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

7700 SE Reed College PlPortland, OR 97202

(503) 819-0976

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

31st percentile

-8.1%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

34th percentile

-8.3%

Faster revenue growth than 34% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$214,037

Down $18,784 (-8.1%) from 2013

Net Assets

Down

$214,037

Down $18,784 (-8.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$176,035

Down $15,944 (-8.3%) from 2013

Expenses

Down

$194,819

Down $12,869 (-6.2%) from 2013

Net Income

Down

-$18,784

Down $3,075 (-20%) from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $212,825Liabilities 2011: $02011Assets 2012: $261,632Liabilities 2012: $315Net Assets 2012: $261,3172012Assets 2013: $232,821Liabilities 2013: $0Net Assets 2013: $232,8212013Assets 2014: $214,037Liabilities 2014: $0Net Assets 2014: $214,0372014Assets 2015: $236,513Liabilities 2015: $0Net Assets 2015: $236,5132015Assets 2016: $246,528Liabilities 2016: $0Net Assets 2016: $246,5282016Assets 2017: $254,022Liabilities 2017: $0Net Assets 2017: $254,0222017Assets 2018: $390,984Liabilities 2018: $0Net Assets 2018: $390,9842018Assets 2019: $351,477Liabilities 2019: $0Net Assets 2019: $351,4772019Assets 2020: $344,667Liabilities 2020: $0Net Assets 2020: $344,6672020Assets 2021: $358,086Liabilities 2021: $0Net Assets 2021: $358,0862021Assets 2022: $634,312Liabilities 2022: $0Net Assets 2022: $634,3122022Assets 2023: $226,563Liabilities 2023: $0Net Assets 2023: $226,5632023Assets 2024: $16,560Liabilities 2024: $0Net Assets 2024: $16,5602024

Highlighted filing

2014

Assets$214,037
Liabilities$0
Net Assets$214,037

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $164,799Expenses 2011: $142,543Net Income 2011: $22,2562011Revenue 2012: $226,307Expenses 2012: $177,435Net Income 2012: $48,8722012Revenue 2013: $191,979Expenses 2013: $207,688Net Income 2013: -$15,7092013Revenue 2014: $176,035Expenses 2014: $194,819Net Income 2014: -$18,7842014Revenue 2015: $169,588Expenses 2015: $147,112Net Income 2015: $22,4762015Revenue 2016: $150,046Expenses 2016: $140,031Net Income 2016: $10,0152016Revenue 2017: $188,459Expenses 2017: $180,965Net Income 2017: $7,4942017Revenue 2018: $288,800Expenses 2018: $151,838Net Income 2018: $136,9622018Revenue 2019: $250,670Expenses 2019: $290,177Net Income 2019: -$39,5072019Revenue 2020: $315,020Expenses 2020: $321,830Net Income 2020: -$6,8102020Revenue 2021: $201,854Expenses 2021: $188,435Net Income 2021: $13,4192021Revenue 2022: $289,964Expenses 2022: $13,738Net Income 2022: $276,2262022Revenue 2023: $215,119Expenses 2023: $13,003Net Income 2023: $202,1162023Revenue 2024: $222,221Expenses 2024: $432,224Net Income 2024: -$210,0032024

Highlighted filing

2014

Revenue$176,035
Expenses$194,819
Net Income-$18,784
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$200,602
Mission and Program Overview

Mission

Raise funds to support duniway elementary school by funding teaching and education assistant positions that help to retain enrichment programs and smaller class sizes. A portion of funds raised also supports portland public schools.

The organization's mission is to raise funds annually for the fte support of music and physical education for the duniway elementary school as well as support portland public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$232,821$214,037▼ $18,784
Savings and Temporary Cash Investments$232,820$214,036▼ $18,784
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$232,821$214,037▼ $18,784
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$232,821$214,037▼ $18,784
Total Liabilities and Net Assets / Fund Balance$232,821$214,037▼ $18,784
Compensation and Service Providers

Board Members and Trustees

NameTitle
John PontefractCo-president
Michele DelaneyCo-president
Adam BoninBoard Member
Anne KeanBoard Member
Brent WelchBoard Member
Brian PinaireBoard Member
Heather WilkinsonBoard Member
Isaac BamerBoard Member
Jennifer BurchardBoard Member
Jenny SeiloBoard Member
Lisa GirardBoard Member
Melanie ChadderdonBoard Member
Meryl RiddleBoard Member
Matt GoldsteinDuniway Principal
Heather EldonSecretary
Ed SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,206
Program Service Revenue
$0
Investment Income
$434
Other Revenue
$107,395
Change in Net Assets
$-18,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$191,089
Other Expenses$3,730
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$191,089--$191,089
Office Expenses$2,518--$2,518
Other Expenses$148--$148
Total Functional Expenses$194,819$0$0$194,819
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Portland Public SchoolsPortland, OR-To Fund Teacher Salaries$191,089
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$131,962
Fundraising Direct Expenses$24,567
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$131,962$131,962$13,357$118,605
Total Events$131,962$131,962$24,567$107,395
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
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, Part VI, Section A, Line 6

The parents of the children attending duniway elementary school vote annually for the board members. All board members must have a child attending the school.

Form 990, Part VI, Section B, Line 11

No review was or will be conducted

Form 990, Part VI, Section C, Line 19

All of the organizations policies and financial documents are available by request. Meetings are open to the parents, teachers and administrators of the school.

Filing and Contact Details

Filer

Filer Name
The Duniway Educational Foundation
EIN
93-1204172
Phone
5038190976
Address
7700 SE REED COLLEGE PL, PORTLAND, OR 97202

Signing Officer

Name
Ed Smith
Title
Treasurer
Phone
5038190976
Signed
2015-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Smith
Formed
1997
Legal Domicile
Or
Voting Board Members
16
Independent Board Members
0
Employees
0
Volunteers
100

Preparer

Firm
Mack Roberts & Co LLC
Address
1211 SW 5TH AVE STE 2300, PORTLAND, OR 97204
Preparer
Brandon Benson
Phone
5032240860
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0682
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0871
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01288
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03825
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99610
IRS990ScheduleA/PublicSupportPY170Pct00.99550
IRS990ScheduleA/PublicSupportTotal170Amt0985319
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0200602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0219268
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0212524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0195818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0157107
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0985319
IRS990ScheduleA/TotalSupportAmt0989144
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/DirectExpenseSummaryEventsAmt024567
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0131962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0131962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0131962
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0131962
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0107395
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0174
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0174
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013357
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013357
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011036
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011036
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0191089
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND TEACHER SALARIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PORTLAND PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0936000830
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0501 N DIXON ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097227
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PARENTS OF THE CHILDREN ATTENDING DUNIWAY ELEMENTARY SCHOOL VOTE ANNUALLY FOR THE BOARD MEMBERS. ALL BOARD MEMBERS MUST HAVE A CHILD ATTENDING THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL OF THE ORGANIZATIONS POLICIES AND FINANCIAL DOCUMENTS ARE AVAILABLE BY REQUEST. MEETINGS ARE OPEN TO THE PARENTS, TEACHERS AND ADMINISTRATORS OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/TotalAssetsBOYAmt0232821
IRS990/TotalAssetsEOYAmt0214037
IRS990/TotalAssetsGrp/BOYAmt0232821
IRS990/TotalAssetsGrp/EOYAmt0214037
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt068206
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0194819
IRS990/TotalFunctionalExpensesGrp/TotalAmt0194819
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0232821
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0214037
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0194819
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0107395
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0434
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0176035
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0232821
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0214037
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07700 SE REED COLLEGE PL
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097202
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ED SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05038190976
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DUNIWAY EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DUNI
ReturnHeader/Filer/EIN0931204172
ReturnHeader/Filer/PhoneNum05038190976
ReturnHeader/Filer/USAddress/AddressLine1Txt07700 SE REED COLLEGE PL
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931159640
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACK ROBERTS & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01211 SW 5TH AVE STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097204

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.00$0.17$2.22$4.32$2.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$2.15$0.13$2.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.34$0.00$6.34$2.90$0.14$2.76
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$2.02$1.88$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$3.15$3.22$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$2.51$2.90$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.00$3.91$2.89$1.52$1.37
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$1.88$1.81$0.07
2016Summary only. Only limited summary data is available for this year.$2.47$0.00$2.47$1.50$1.40$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$1.70$1.47$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.76$1.95$0.19
2013Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$1.92$2.08$0.16
2012Summary only. Only limited summary data is available for this year.$2.62$0.00$2.61$2.26$1.77$0.49
2011Summary only. Only limited summary data is available for this year.$2.13$0.00$1.65$1.43$0.22