Northwest Documentary Arts & Media in Portland, Oregon (OR)

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Northwest Documentary Arts & Media
Employer Identification Number (EIN)510458157
Name of OrganizationNorthwest Documentary Arts & Media
In Care of NameIan Mccluskey
Address115 Sw Ash St Ste 620, Portland, OR 97204-3561
SubsectionCharitable Organization
Ruling Date11/2003
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$25,000 to $99,999
Income$100,000 to $499,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$51,382
Amount of Income$135,982
Form 990 Revenue Amount$135,848
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: Film, Video


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Amount of income in 2013: $135,982
Northwest Documentary Arts & Media: 

 $135,982
Other organizations performing similar types of work: 

 $78,825

Assets in 2013: $51,382
Northwest Documentary Arts & Media: 

 $51,382
Other organizations performing similar types of work: 

 $21,375

Expenses in 2013: $143,825
This organization: 

 $143,825
Other organizations performing similar types of work: 

 $72,967

Income to expenses ratio in 2013: 0.9
This organization: 

 0.9
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 74.7%
Northwest Documentary Arts & Media: 

 74.7%
Other organizations performing similar types of work: 

 77.5%

Grants share in income in 2013: 63.4%
This organization: 

 63.4%
Other organizations performing similar types of work: 

 88.1%

Financial snapshot ($)

Revenue for 2013

Support schedule

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201120122013
Total revenue$124,621$146,554$135,848
Contributions, gifts, grants, and similar amounts received$56,098$92,705$86,149
Program service revenue including government fees and contracts$64,436$48,903$47,111
Membership dues and assessments$0$0$0
Investment income$48$33$15
Gain/Loss from sale of assets other than inventory$0$0$0
Net income/loss from gaming and fundraising events$0$0$0
Gross profit/loss from sales of inventory$4,039$3,196$1,554
Gross sales of inventory, less returns and allowances$4,376$3,514$1,688
Less: cost of goods sold$337$318$134
Other revenue$0$1,717$1,019
Total expenses$126,022$149,566$143,825
Total net assets$62,368$59,359$51,382
Excess/Deficit for the year$-1,401$-3,012$-7,977
Net assets or fund balances at beginning of year$63,769$62,371$59,359
Other changes in net assets or fund balances$0$0$0
Net assets or fund balances at end of year$59,359$51,382
Balance Sheets
201120122013
Total assets$62,368$59,359$51,382
Total liabilities$0$0$0
Net assets or fund balances$62,368$59,359$51,382
Other Information
201120122013
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities$0$0$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$524,647
Subtotal$630,606
Gifts, grants, contributions, and membership fees received$340,640
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$263,256
Gross receipts from activities that are not an unrelated trade or business under section 513$26,710
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$105,959
Amounts received from disqualified persons$80,959
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$25,000
Total support$633,046
Public support$630,606
Subtotal$704
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$704
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$1,736
Other income$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
2004200520062007
Total revenue$33,136$154,117$89,538$75,898
Contributions, gifts, grants, and similar amounts received$19,142$132,097$73,714$15,195
Contributions to donor advised funds$0$0
Direct public support$0$132,097$0$15,195
Indirect public support$0$0$0$0
Government contributions (grants)$0$0$0$0
Program service revenue including government fees and contracts$13,994$22,020$15,824$57,695
Membership dues and assessments$0$0$0$0
Interest on savings and temporary cash investments$0$0$0$939
Dividends and interest from securities$0$0$0$0
Net rental income or (loss)$0$0$0$0
Gross rents$0$0$0$0
Less: rental expenses$0$0$0$0
Other investment income$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$0
Gross amount from sales of assets other than inventory$0$0$0$0
Less: cost or other basis and sales expenses$0$0$0$0
Net income or (loss) from special events and activities$0$0$0$0
Gross revenue$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$2,069
Gross sales of inventory, less returns and allowances$0$0$0$8,806
Less: cost of goods sold$0$0$0$6,737
Other revenue$0$0$0$0
Total expenses$31,071$87,689$89,393$84,631
Program services$0$40,708$0$63,199
Management and general$0$46,547$0$17,500
Fundraising$0$434$0$3,932
Payments to affiliates$0$0$0$0
Net assets or fund balances at end of year$5,672$72,100$7,115$42,122
Excess or (deficit) for the year$2,065$66,428$145$-8,733
Net assets or fund balances at beginning of year$3,607$5,672$6,970$50,855
Other changes in net assets or fund balances$0$0$0$0
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$84,631$63,199$17,500$3,932
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$43,510$29,910$10,200$3,400
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$0$0$0$0
Supplies$12,891$11,799$728$364
Telephone$1,107$886$166$55
Postage and shipping$1,376$1,093$214$69
Occupancy$900$900$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$3,207$2,659$548$0
Travel$6,427$6,203$224$0
Conferences, conventions, and meetings$1,057$912$145$0
Interest$0$0$0$0
Depreciation, depletion, etc.$3,001$0$3,001$0
Other expenses not covered above$11,155$8,837$2,274$44
Balance Sheets
2004200520062007
Total assets$5,672$72,100$47,603$42,122
Cash - non-interest-bearing$0$67,857$0$9,252
Savings and temporary cash investments$0$0$0$25,503
Accounts receivable less allowance for doubtful accounts$0$0$0$0
Pledges receivable less allowance for doubtful accounts$0$0$0$0
Grants receivable$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0
Inventories for sale or use$0$0$0$0
Prepaid expenses and deferred charges$0$0$0$0
Investments - publicly-traded securities$0$0
Investments - other securities$0$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$4,243$0$0
Investments - other$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$0$0$0$7,367
Other assets, including program-related investments$0$0$0$0
Total liabilities$0$0$40,488$0
Accounts payable and accrued expenses$0$0$0$0
Grants payable$0$0$0$0
Deferred revenue$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0
Mortgages and other notes payable$0$0$0$0
Other liabilities$0$0$0$0
Total liabilities and net assets/fund balances$0$72,100$0$42,122
Total net assets or fund balances$5,672$72,100$7,115$42,122
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
2004200520062007
Total revenue$0$0$0$75,898
Total revenue, gains, and other support per audited financial statements$0$0$0$75,898
Other expenses$0$0$0$0
Net unrealized gains on investments$0$0$0$0
Donated services and use of facilities$0$0$0$0
Recoveries of prior year grants$0$0$0$0
Other$0$0$0$0
Other revenue$0$0$0$0
Investment expenses$0$0$0$0
Other$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
2004200520062007
Total expenses$0$0$0$84,631
Total expenses and losses per audited financial statements$0$0$0$84,631
Other revenue$0$0$0$0
Donated services and use of facilities$0$0$0$0
Prior year adjustments$0$0$0$0
Losses$0$0$0$0
Other$0$0$0$0
Other expenses$0$0$0$0
Investment expenses$0$0$0$0
Other$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$11,310$0$0
40$32,200$0$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$3,008$57,695
Program service revenue
Program service revenue 1000000$000$0$57,695
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$939$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$2,069$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
2003200420052006
Total$0$63,260$58,391$35,697
Gifts, grants, and contributions received$0$19,459$36,371$21,607
Membership fees received$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$43,801$22,020$14,090
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0
Other income$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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1James And Richard Blue Foundation546 N Stafford St, Portland, OR 97217-1578OR2014-07$80,100
2Salem Film SocietyPO BOX 551, Salem, OR 97308-0551OR2009-04$500
3Birch Swinger Films Inc15612 Ne Tillamook St, Portland, OR 97230OR2009-04$0
4Cinema ProjectPo Box 5991, Portland, OR 97228OR2004-12$0
5Creative Media Solutions7370 Sw 90th Avenue, Portland, OR 97223-7178OR2000-03$0
6Crowdertainment Inc10628 Ne Wygant Apt D, Portland, OR 97220OR2013-05$0
7Eastern Oregon Film Festival1119 Washington Avenue, La Grande, OR 97850OR2011-07$0
8Entertainment Industry Education Institute Inc1704 Meadows Dr, Lake Oswego, OR 97034OR2005-01$0
9Fhp Reach Your Goals2106 Rogers Ln Nw, Salem, OR 97304OR2006-04$0
10Global Media Corporation20360 Nw Phillips Road, Hillsboro, OR 97124OR2014-02$0
11Hatfield Project16869 Sw 65th Ave Ste 444, Lake Oswego, OR 97035OR2011-06$0
12Indigenous Films1341 Lincoln St, Hood River, OR 97031-1137OR2007-03$0
13International Youth Silent Film FestivalPo Box 12567, Portland, OR 97212OR2012-03$0
14Klamath Film Makers GroupPo Box 1511, Klamath Falls, OR 97601OR2014-04$0
15Portland Film Festival1126 Nw Marshall St, Portland, OR 97209-2862OR2015-04$0
16Salem Progressive Film SeriesPo Box 13184, Salem, OR 97309OR2009-04$0
17Sensory Perceptions Inc818 Sw 3rd Ave Ste 1224, Portland, OR 97204-2405OR2003-07$0
18Thanhouser Company Film Preservation Inc2335 Ne 41st Avenue, Portland, OR 97212OR1997-03$0
19Thunderegg Academy For The Multimedia Arts426 Se 19th Ave, Portland, OR 97214-1514OR2010-02$0
20Videre Studios372 South 57th Place, Springfield, OR 97478OR2012-04$0
Number of organizations performing similar types of work
Alaska1
Alabama6
Arkansas5
Arizona21
California384
Colorado40
Connecticut21
District of Columbia28
Delaware3
Florida68
Georgia27
Hawaii13
Iowa9
Idaho7
Illinois62
Indiana10
Kansas12
Kentucky8
Louisiana9
Massachusetts54
Maryland38
Maine9
Michigan28
Minnesota20
Missouri14
Mississippi7
Montana5
North Carolina26
Nebraska5
New Hampshire6
New Jersey31
New Mexico21
Nevada14
New York174
Ohio16
Oklahoma9
Oregon27
Pennsylvania34
Rhode Island10
South Carolina13
South Dakota2
Tennessee15
Texas68
Utah16
Virginia32
Vermont10
Washington30
Wisconsin11
West Virginia2
Wyoming4
International2
Total1,487

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