Se Works INC FY2021 filing

Tax-deductible

Portland, OR501(c)(3)Since 1997EmploymentEIN 31-1575264Revenue $3.6M in FY2021

On file with the IRSseworks.org6401 Se Foster Rd, 97206-4659 · Portland, ORTax-exempt since Jan 1998Publicly supported charity — 170(b)(1)(A)(vi)

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Se works' mission is to strengthen the economic health and well being of our diverse community by facilitating successful connections between job seekers and employers.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
$184K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $12K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$184K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.6 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$311K
29% of total assets
Looks good: liabilities are 29% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.6M
+6% vs prior year
Spent
$3.4M
To programs
96%
Net assets
$742K
By yearFY2020–FY2025
Revenue
$3.6M
FY2021▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.4M
FY2021$3.6M
FY2022$3.4M
FY2023$4.3M
FY2024$4.1M
FY2025$4.0M
Expenses
$3.4M
FY2021+0.4%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.4M
FY2021$3.4M
FY2022$3.7M
FY2023$4.5M
FY2024$4.1M
FY2025$3.8M
Net assets
$742K
FY2021▲ +46%
Tap a bar for its year
Net assets by fiscal year
FY2020$508K
FY2021$742K
FY2022$512K
FY2023$317K
FY2024$307K
FY2025$546K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $3.3M Management & general 3% · $90K Fundraising 1% · $43K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $184K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Exec Directo
$120,080Pt VII · Sec A
Fmr.dir Busi
$63,648Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Holly Whittleton’s $124K as Exec. Director is at the 46th percentile of top reported officer pay among 1245 $1–10M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Holly Whittleton$124,189$127,610$126,926$119,931$120,080$119,943
Susan Staehli—————$88,443
Bill Sullivan$74,694$72,590$81,839———
Daniel Pierson$79,949$78,502$68,656———
Sue Staehli————$63,648—
Billy Sullivan———$26,679——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects job seekers with employers to boost community economic health.

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Provided by the organization

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3 programs · $3.3M · in their own filed words · FY2020
01

Adult Services

A drop-in employment resource center for resume development, job search assistance, social services referrals and basic skills enhancement. The center also offers support services, case management and employment related training. Eligibility requirements frequently apply for specific programs.

$2.0Mprogram expense
02

Re-Entry Services

An employment-focused center for assisting those returning to the community from incarceration and justice-involved youth to be successful in their transition to their new lives in the community.

$1.1Mprogram expense
03

Youth Services

Comprehensive youth workforce development services for youth ages 16-24. These services include career planning, occupatinal skills training, college preparation, and job placement assistance. Eligibility is established and documented prior to enrollment.

$150Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$3.6M
Ln 12
Gifts and grantsLn 1h$3.7M
Fees for servicesLn 2g$42K
Money outPt IX
$3.4M
Ln 25
Programscol B$3.3M
Managementcol C$90K
Fundraisingcol D$43K
Owns and owesPt X
$742K
net assets · Ln 32
Cash and savingsLn 1–2$159K
Total assetsLn 16$1.1M
LiabilitiesLn 26$311K
PeoplePt VI, VII
15
listed · VII A
PaidVII A2
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.7M
Government grantsLn 1e$3.3M
Fees for servicesLn 2g$42K
Gains on assetsLn 7−$59K
Total revenueLn 12$3.6M
Assets in detailPt X, end of year
CashLn 1$159K
Cash and savings togetherLn 1–2$159K
Land, buildings, equipmentLn 10c$91K
Total assetsLn 16$1.1M
LiabilitiesLn 26$311K
Net assetsLn 32$742K
OperationsPt I, VI
EmployeesI 563
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$58K$159K
Land, buildings, equipmentLn 10c$175K$91K
Total assetsLn 16$757K$1.1M
LiabilitiesLn 26$249K$311K
Net assetsLn 32$508K$742K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of disqualified personsLn 6$175K$14K$142K$19K
Other salaries and wagesLn 7$1.3M$1.3M
Other employee benefitsLn 9$220K$199K$19K$1K
Payroll taxesLn 10$144K$128K$14K$2K
Other fees for servicesLn 11g$143K$67K$72K$3K
Advertising and promotionLn 12$7K$420$6K
Office expensesLn 13$84K$80K$3K$1K
OccupancyLn 16$288K$288K
TravelLn 17$1K$1K
Conferences, conventions and meetingsLn 19$270$270
InterestLn 20$13$13
Depreciation, depletion and amortizationLn 22$31K$31K
InsuranceLn 23$50K$49K$250
Other expenses (24a–d)Ln 24$995K$982K$2K$10K
All other expensesLn 24e$3K$198K−$201K$6K
Total functional expensesLn 25$3.4M$3.3M$90K$43K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $4.0M$3.8M$238K$546K 990 PDF
FY2024 $4.1M$4.1M−$10K$307K 990 PDF
FY2023 $4.3M$4.5M−$195K$317K 990 PDF
FY2022 $3.4M$3.7M−$231K$512K 990 PDF
FY2021 Viewing $3.6M$3.4M$234K$742K 990 PDF
FY2020 $3.4M$3.4M$36K$508K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $3,641,965 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,405,828$3,658,349
I-9 Program service revenuePrior year $24,934$42,400
I-10 Investment income−$58,784
I-11 Other revenue$0
I-12 Total revenuePrior year $3,430,762$3,641,965
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,136,362$1,806,451
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,258,535$1,601,419
I-18 Total expensesPrior year $3,394,897$3,407,870
I-19 Revenue less expensesPrior year $35,865$234,095
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,641,965 across 6 lines filed
VIII-1e Government grants$3,320,559
VIII-1f All other contributions, gifts and grants$337,790
VIII-1h Total contributions, gifts and grants$3,658,349
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $42,400$42,400
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$58,784−$58,784
VIII-12 Total revenueRelated to mission $42,400 · Excluded from tax −$58,784$3,641,965
Part IX · Statement of functional expenses $3,407,870 across 15 lines filed
IX-6 Pay of disqualified personsPrograms $13,899 · Management $142,118 · Fundraising $19,155$175,172
IX-7 Other salaries and wagesPrograms $1,267,481$1,267,481
IX-9 Other employee benefitsPrograms $199,109 · Management $19,375 · Fundraising $1,097$219,581
IX-10 Payroll taxesPrograms $128,103 · Management $14,419 · Fundraising $1,695$144,217
IX-11g Other fees for servicesPrograms $67,378 · Management $72,085 · Fundraising $3,227$142,690
IX-12 Advertising and promotionPrograms $420 · Management $6,305$6,725
IX-13 Office expensesPrograms $79,700 · Management $3,209 · Fundraising $1,143$84,052
IX-16 OccupancyPrograms $288,087$288,087
IX-17 TravelPrograms $1,410$1,410
IX-19 Conferences, conventions and meetingsPrograms $270$270
IX-20 InterestFundraising $13$13
IX-22 Depreciation, depletion and amortizationManagement $31,196$31,196
IX-23 InsurancePrograms $49,342 · Management $250$49,592
IX-24 Other expenses (24a–d)Programs $982,042 · Management $2,243 · Fundraising $10,413$994,698
IX-24e All other expensesPrograms $197,555 · Management −$200,841 · Fundraising $5,972$2,686
IX-25 Total functional expensesPrograms $3,274,796 · Management $90,359 · Fundraising $42,715$3,407,870
Part X · Balance sheet $1,053,055 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $58,369$159,090
X-4 Accounts receivableStart of year $500,362$735,561
X-9 Prepaid expenses and deferred chargesStart of year $22,551$67,682
X-10c Land, buildings and equipment, netStart of year $175,421$90,722
X-16 Total assetsStart of year $756,703$1,053,055
X-17 Accounts payable and accrued expensesStart of year $201,273$227,746
X-19 Deferred revenueStart of year $47,476$82,833
X-26 Total liabilitiesStart of year $248,749$310,579
X-27 Net assets without donor restrictionsStart of year $468,092$742,476
X-32 Total net assets or fund balancesStart of year $507,954$742,476
X-33 Total liabilities and net assetsStart of year $756,703$1,053,055
Part XI · Reconciliation of net assets $742,476 net assets at year end
XI-1 Total revenue$3,641,965
XI-2 Total expenses$3,407,870
XI-3 Revenue less expenses$234,095
XI-4 Net assets at start of year$507,954
XI-6 Donated services and use of facilities$427
XI-10 Net assets at end of year$742,476

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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