Civic Intelligence

Inclusion Inc.

990 • Fiscal year 2014 • EIN 93-1321004

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 25, 2015

Organization ProfileWWW.INCLUSIONINC.ORG

View Organization Page

50 SE 18th Ave97214-1507

(503) 232-2289

Siviq Scores

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

Liabilities / Assets

77th percentile

0.56x

Higher debt load relative to assets than 77% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.16x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

61st percentile

6.3%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

30th percentile

$76,898

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

92nd percentile

41%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$2,254,995

Up $650,036 (+41%) from 2013

Net Assets

Up

$990,680

Up $505,461 (+104%) from 2013

Liabilities

Up

$1,264,315

Up $144,575 (+13%) from 2013

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin61st percentile

Revenue

Up

$7,984,154

Up $955,389 (+14%) from 2013

Expenses

Up

$7,478,693

Up $673,613 (+9.9%) from 2013

Net Income

Up

$505,461

Up $281,776 (+126%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,767,360Liabilities 2011: $1,293,177Net Assets 2011: $474,1832011Assets 2012: $1,403,330Liabilities 2012: $1,101,813Net Assets 2012: $301,5172012Assets 2013: $1,604,959Liabilities 2013: $1,119,740Net Assets 2013: $485,2192013Assets 2014: $2,254,995Liabilities 2014: $1,264,315Net Assets 2014: $990,6802014Assets 2015: $2,514,475Liabilities 2015: $1,003,133Net Assets 2015: $1,511,3422015Assets 2016: $2,328,722Liabilities 2016: $600,016Net Assets 2016: $1,728,7062016Assets 2017: $2,486,180Liabilities 2017: $465,822Net Assets 2017: $2,020,3582017Assets 2018: $3,082,216Liabilities 2018: $437,785Net Assets 2018: $2,644,4312018Assets 2019: $3,287,330Liabilities 2019: $427,537Net Assets 2019: $2,859,7932019Assets 2020: $3,614,973Liabilities 2020: $48,273Net Assets 2020: $3,566,7002020Assets 2021: $3,811,482Liabilities 2021: $81,590Net Assets 2021: $3,729,8922021Assets 2022: $4,124,416Liabilities 2022: $93,089Net Assets 2022: $4,031,3272022Assets 2023: $5,008,275Liabilities 2023: $443,739Net Assets 2023: $4,564,5362023Assets 2024: $5,263,964Liabilities 2024: $161,851Net Assets 2024: $5,102,1132024Assets 2025: $5,646,095Liabilities 2025: $277,087Net Assets 2025: $5,369,0082025

Highlighted filing

2014

Assets$2,254,995
Liabilities$1,264,315
Net Assets$990,680
Open 2014 Filing

Operations Trend

Revenue Growth71st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2011: $6,709,5492011Expenses 2012: $7,091,3312012Revenue 2013: $7,028,765Expenses 2013: $6,805,080Net Income 2013: $223,6852013Revenue 2014: $7,984,154Expenses 2014: $7,478,693Net Income 2014: $505,4612014Revenue 2015: $3,019,434Expenses 2015: $2,498,772Net Income 2015: $520,6622015Revenue 2016: $2,062,804Expenses 2016: $1,845,440Net Income 2016: $217,3642016Revenue 2017: $2,508,573Expenses 2017: $1,812,566Net Income 2017: $696,0072017Revenue 2018: $2,703,666Expenses 2018: $2,079,593Net Income 2018: $624,0732018Revenue 2019: $2,489,590Expenses 2019: $2,274,228Net Income 2019: $215,3622019Revenue 2020: $3,250,431Expenses 2020: $2,543,524Net Income 2020: $706,9072020Revenue 2021: $2,875,807Expenses 2021: $2,712,615Net Income 2021: $163,1922021Revenue 2022: $3,497,330Expenses 2022: $3,195,895Net Income 2022: $301,4352022Revenue 2023: $3,856,517Expenses 2023: $3,323,308Net Income 2023: $533,2092023Revenue 2024: $4,353,069Expenses 2024: $3,815,492Net Income 2024: $537,5772024Revenue 2025: $4,108,268Expenses 2025: $3,841,373Net Income 2025: $266,8952025

Highlighted filing

2014

Revenue$7,984,154
Expenses$7,478,693
Net Income$505,461
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 25, 2015
Return Version
2013v4.0
Gross Receipts
$7,984,154
Mission and Program Overview

Mission

Offering people resources and education to direct their lives. We honor our customers' individual rights to assume risk and to achieve their personal goals, through education, communication and choice.

Support people with disabilities and their families in the portland metropolitan area by helping them direct their own lives and resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,281,033$1,240,771▼ $40,262
Savings and Temporary Cash Investments$168,035$625,259▲ $457,224
Cash and Non-Interest-Bearing Accounts$109,897$387,886▲ $277,989
Accounts Receivable-$1,079-
Total Assets$1,604,959$2,254,995▲ $650,036
Other Assets Total$45,994$0▼ $45,994
Liabilities
Mortgage Notes Payable Secured by Investment Property$764,196$479,995▼ $284,201
Deferred Revenue-$455,012-
Accounts Payable and Accrued Expenses$355,544$329,308▼ $26,236
Total Liabilities$1,119,740$1,264,315▲ $144,575
Net Assets / Fund Balance
Unrestricted Net Assets$485,219$990,680▲ $505,461
Total Net Assets Fund Balance$485,219$990,680▲ $505,461
Total Liabilities and Net Assets / Fund Balance$1,604,959$2,254,995▲ $650,036

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,007,084$150,462$1,157,546
Land$220,000-$220,000
Equipment$13,687$115,436$129,123
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel DaykaExecutive DirectorFT$64,993$11,905$76,898

Board Members and Trustees

NameTitle
Angela WeaverPresident
Donald KloverVice President
Amy RichterMember
Dan PecciaMember
Elaine VerdasMember
Kaaren LondahlMember
Sherri OsburnMember
Susie BrameMember
Charles RandolphSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,982,441
Investment Income
$386
Other Revenue
$1,327
Change in Net Assets
$505,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,984,154
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$7,984,154
Total Revenue per Form 990
$7,984,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,093,004
Salaries, Compensation, and Employee Benefits$1,012,918
Other Expenses$372,771
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$6,093,004--$6,093,004
Other Salaries and Wages$559,255$193,551-$752,806
Fees for Services Other$3,600$133,959-$137,559
Other Employee Benefits$85,183$29,743-$114,926
Office Expenses$78$106,402-$106,480
Payroll Taxes$54,024$18,695-$72,719
Current Officers, Directors, Trustees, and Key Employees$53,835$18,632-$72,467
Depreciation Depletion-$47,915-$47,915
Interest-$30,763-$30,763
Other Expenses$9,892$9,132-$19,024
Occupancy-$17,099-$17,099
Travel$8,172$1,403-$9,575
Insurance-$4,356-$4,356
Total Functional Expenses$6,867,043$611,650$0$7,478,693

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,478,693
Total Expenses per Audited Statements$7,478,693
Total Expenses per Form 990$7,478,693
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

“A copy of the form 990 is provided to the board for review prior to filing.”

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

“The executive director's salary is reviewed and approved by the board.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

EIN
93-1321004
Phone
5032322289

Signing Officer

Name
Angela Weaver
Title
President
Phone
5032322289
Signed
2015-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Angela Weaver
Formed
2001
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
31
Volunteers
0

Preparer

Preparer
Victoria L Bryson
Phone
5032205900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Management believes the organization does not have any uncertain tax positions.”

Raw XML AppendixShowing 400 of 431 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0355544
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0329308
IRS990/AccountsReceivableGrp/EOYAmt01079
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT PEOPLE WITH DISABILITIES AND THEIR FAMILIES IN THE PORTLAND METROPOLITAN AREA BY HELPING THEM DIRECT THEIR OWN LIVES AND RESOURCES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10LARA DAVIS
IRS990/BooksInCareOfDetail/PhoneNum05032322289
IRS990/BooksInCareOfDetail/USAddress/AddressLine1050 SE 18TH AVE
IRS990/BooksInCareOfDetail/USAddress/City0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/State0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCode097214
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0109897
IRS990/CashNonInterestBearingGrp/EOYAmt0387886
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018632
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt053835
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt072467
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt06093004
IRS990/CYInvestmentIncomeAmt0386
IRS990/CYOtherExpensesAmt0372771
IRS990/CYOtherRevenueAmt01327
IRS990/CYProgramServiceRevenueAmt07982441
IRS990/CYRevenuesLessExpensesAmt0505461
IRS990/CYSalariesCompEmpBnftPaidAmt01012918
IRS990/CYTotalExpensesAmt07478693
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07984154
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt0455012
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt047915
IRS990/DepreciationDepletionGrp/TotalAmt047915
IRS990/Desc0ASSISTING ELIGIBLE PERSONS IN PLANNING THEIR SUPPORT, TRAINING AND TECHNICAL ASSISTANCE, AND PROVIDING FISCAL INTERMEDIARY SERVICES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt031
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt06867043
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0133959
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03600
IRS990/FeesForServicesOtherGrp/TotalAmt0137559
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
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/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt911905
IRS990/Form990PartVIISectionAGrp/PersonNm0ANGELA WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm1DONALD KLOVER
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES RANDOLPH
IRS990/Form990PartVIISectionAGrp/PersonNm3SHERRI OSBURN
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN PECCIA
IRS990/Form990PartVIISectionAGrp/PersonNm5ELAINE VERDAS
IRS990/Form990PartVIISectionAGrp/PersonNm6KAAREN LONDAHL
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSIE BRAME
IRS990/Form990PartVIISectionAGrp/PersonNm8AMY RICHTER
IRS990/Form990PartVIISectionAGrp/PersonNm9RACHEL DAYKA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt964993
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt06093004
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt06093004
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt06093004
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07984154
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04356
IRS990/InsuranceGrp/TotalAmt04356
IRS990/InterestGrp/ManagementAndGeneralAmt030763
IRS990/InterestGrp/TotalAmt030763
IRS990/InvestmentIncomeGrp/ExclusionAmt0386
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0386
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0265898
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01281033
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01240771
IRS990/LandBldgEquipCostOrOtherBssAmt01506669
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OFFERING PEOPLE RESOURCES AND EDUCATION TO DIRECT THEIR LIVES. WE HONOR OUR CUSTOMERS' INDIVIDUAL RIGHTS TO ASSUME RISK AND TO ACHIEVE THEIR PERSONAL GOALS, THROUGH EDUCATION, COMMUNICATION AND CHOICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0764196
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0479995
IRS990/NetAssetsOrFundBalancesBOYAmt0485219
IRS990/NetAssetsOrFundBalancesEOYAmt0990680
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt017099
IRS990/OccupancyGrp/TotalAmt017099
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0106402
IRS990/OfficeExpensesGrp/ProgramServicesAmt078
IRS990/OfficeExpensesGrp/TotalAmt0106480
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt045994
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029743
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt085183
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0114926
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09132
IRS990/OtherExpensesGrp/ProgramServicesAmt09892
IRS990/OtherExpensesGrp/TotalAmt019024
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01327
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01327
IRS990/OtherRevenueTotalAmt01327
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0193551
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0559255
IRS990/OtherSalariesAndWagesGrp/TotalAmt0752806
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018695
IRS990/PayrollTaxesGrp/ProgramServicesAmt054024
IRS990/PayrollTaxesGrp/TotalAmt072719
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ANGELA WEAVER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0CLIENT EDUCATION AND A
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07982441
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07982441
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt05352172
IRS990/PYInvestmentIncomeAmt0258
IRS990/PYOtherExpensesAmt0283309
IRS990/PYOtherRevenueAmt023708
IRS990/PYProgramServiceRevenueAmt07004799
IRS990/PYRevenuesLessExpensesAmt0223685
IRS990/PYSalariesCompEmpBnftPaidAmt01169599
IRS990/PYTotalExpensesAmt06805080
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07028765
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0505461
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07983768
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0168035
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0625259
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06839289
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt06650672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06928398
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020418359
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0386
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0258
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01518
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02162
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07982441
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07004799
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014987240
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0386
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0258
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01518
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02162
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01327
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt023708
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt09031
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt010293
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt012341
IRS990ScheduleA/OtherIncome509Grp/TotalAmt056700
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99830
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal509Amt035405599
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07982441
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07004799
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06839289
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06650672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06928398
IRS990ScheduleA/Total509Grp/TotalAmt035405599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07984154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07028765
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06849838
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06660965
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06940739
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035464461
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01007084
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0150462
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01157546
IRS990ScheduleD/EquipmentGrp/BookValueAmt013687
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0115436
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0129123
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07478693
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0220000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0220000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt07984154
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01240771
IRS990ScheduleD/TotalExpensesPerForm990Amt07478693
IRS990ScheduleD/TotalRevenuePerForm990Amt07984154
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07984154
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07478693
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06093004
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CLIENT ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0765
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL CLIENTS ARE ASSIGNED A PERSONAL ASSISTANT WHO MONITORS THE USE OF CLIENT ASSISTANCE PAYMENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01604959
IRS990/TotalAssetsEOYAmt02254995
IRS990/TotalAssetsGrp/BOYAmt01604959
IRS990/TotalAssetsGrp/EOYAmt02254995
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt031
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0611650
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06867043
IRS990/TotalFunctionalExpensesGrp/TotalAmt07478693
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01119740
IRS990/TotalLiabilitiesEOYAmt01264315
IRS990/TotalLiabilitiesGrp/BOYAmt01119740
IRS990/TotalLiabilitiesGrp/EOYAmt01264315
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0485219
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0990680
IRS990/TotalOtherCompensationAmt011905
IRS990/TotalProgramServiceExpensesAmt06867043
IRS990/TotalProgramServiceRevenueAmt07982441
IRS990/TotalReportableCompFromOrgAmt064993
IRS990/TotalRevenueGrp/ExclusionAmt0386
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07983768
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07984154
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01604959
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02254995
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01403
IRS990/TravelGrp/ProgramServicesAmt08172
IRS990/TravelGrp/TotalAmt09575
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0485219
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0990680
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1050 SE 18TH AVE
IRS990/USAddress/City0PORTLAND
IRS990/USAddress/State0OR
IRS990/USAddress/ZIPCode097214

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,254,995
Liabilities
$1,264,315
Net assets
$990,680
Revenue
$7,984,154
Expenses
$7,478,693
Net income
$505,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.65$0.28$5.37$4.11$3.84$0.27
2024Detailed filing. Detailed filing data is available for this year.$5.26$0.16$5.10$4.35$3.82$0.54
2023Detailed filing. Detailed filing data is available for this year.$5.01$0.44$4.56$3.86$3.32$0.53
2022Detailed filing. Detailed filing data is available for this year.$4.12$0.09$4.03$3.50$3.20$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.81$0.08$3.73$2.88$2.71$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.05$3.57$3.25$2.54$0.71
2019Detailed filing. Detailed filing data is available for this year.$3.29$0.43$2.86$2.49$2.27$0.22
2018Detailed filing. Detailed filing data is available for this year.$3.08$0.44$2.64$2.70$2.08$0.62
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.47$2.02$2.51$1.81$0.70
2016Detailed filing. Detailed filing data is available for this year.$2.33$0.60$1.73$2.06$1.85$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.51$1.00$1.51$3.02$2.50$0.52
2014Detailed filing. Detailed filing data is available for this year.$2.25$1.26$0.99$7.98$7.48$0.51
2013Summary only. Only limited summary data is available for this year.$1.60$1.12$0.49$7.03$6.81$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$1.10$0.30$7.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$1.29$0.47$6.71