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Nata Partners Foundation FY2022 filing

Portland, ORUnknown exempt organizationEIN 83-3374953Revenue −$727K in FY2022

On file with the IRS2526 Sw St Helens CT · Portland, OR

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Create a better world

Mission: Form 990 Part I, line 1

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $38K a year · 45% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
1761 mo
of spending, in cash
Looks good: 1761.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
−$727K
-232% vs prior year
Spent
$2K
To programs
0%
Net assets
$584K
By yearFY2020–FY2024
Revenue
−$727K
FY2022▼ -232%
Tap a bar for its year
Revenue by fiscal year
FY2020$263K
FY2021$550K
FY2022−$727K
FY2023$363K
FY2024−$25K
Expenses
$2K
FY2022▲ +34%
Tap a bar for its year
Expenses by fiscal year
FY2020$7K
FY2021$1K
FY2022$2K
FY2023$172K
FY2024$52K
Net assets
$584K
FY2022▼ -56%
Tap a bar for its year
Net assets by fiscal year
FY2020$764K
FY2021$1.3M
FY2022$584K
FY2023$776K
FY2024$678K

From the FY2022 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

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

Where the money goes

What each dollar paid for.

Management & general 100% · $2K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
Cody Swift
President
$0Pt VII · Sec A
Les Szabo
Treasurer
$0Pt VII · Sec A
Miriam Volat
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See Nata Partners Foundation executive salaries →

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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 15aNo

Programs and updates

Nata Partners Foundation is a nonprofit organization based in Portland, OR.

Questions for Nata Partners Foundation

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Provided by the organization

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1 program · in their own filed words · FY2022
01

Philanthropic support for organizations doing work in the drug policy reform, criminal justice reform and regenerative agriculture issue areas.

Pt IX · col B

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 5 grants · $220K · 2023–2024
Sheri Eckert FoundationFY2024$50,000
Sheri Eckert FoundationFY2023$50,000
Dia De Los Muertos DCDC · FY2023$50,000
Denver Wellness and DiscoveryCO · FY2023$50,000
Zendo Project INCCA · FY2023$20,000

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
−$727K
Ln 12
Gifts and grantsLn 1h$100K
Investment incomeLn 3$268
Money outPt IX
$2K
Ln 25
Managementcol C$2K
Owns and owesPt X
$584K
net assets · Ln 32
Cash and savingsLn 1–2$234K
Total assetsLn 16$584K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$100K
Investment incomeLn 3$268
Gains on assetsLn 7−$828K
Total revenueLn 12−$727K
Assets in detailPt X, end of year
SavingsLn 2$234K
Cash and savings togetherLn 1–2$234K
InvestmentsLn 11–13$25K
Total assetsLn 16$584K
LiabilitiesLn 26$0
Net assetsLn 32$584K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$325K$234K
InvestmentsLn 11–13$738K$25K
Total assetsLn 16$1.3M$584K
LiabilitiesLn 26$0$0
Net assetsLn 32$1.3M$584K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$2K$2K
Total functional expensesLn 25$2K$0$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest −$25K$52K−$77K$678K 990 PDF
FY2023 $363K$172K$191K$776K 990 PDF
FY2022 Viewing −$727K$2K−$729K$584K 990 PDF
FY2021 $550K$1K$549K$1.3M 990 PDF
FY2020 $263K$7K$257K$764K 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 FY2022 990 (6 parts)
Part I · Summary −$727,249 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $550,000$100,000
I-9 Program service revenue$0
I-10 Investment incomePrior year $28−$827,249
I-11 Other revenue$0
I-12 Total revenuePrior year $550,028−$727,249
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,192$1,595
I-18 Total expensesPrior year $1,192$1,595
I-19 Revenue less expensesPrior year $548,836−$728,844
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue −$727,249 across 5 lines filed
VIII-1f All other contributions, gifts and grants$100,000
VIII-1h Total contributions, gifts and grants$100,000
VIII-3 Investment incomeExcluded from tax $268$268
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$827,517−$827,517
VIII-12 Total revenueExcluded from tax −$827,249−$727,249
Part IX · Statement of functional expenses $1,595 across 1 line filed
IX-11c Accounting feesManagement $1,595$1,595
IX-25 Total functional expensesPrograms $0 · Management $1,595 · Fundraising $0$1,595
Part X · Balance sheet $584,103 assets, 7 lines filed
Asset lines not itemized here account for $325,000; see the IRS return.
X-2 Savings and temporary cash investmentsStart of year $324,965$234,103
X-12 Other securitiesStart of year $737,982$25,000
X-16 Total assetsStart of year $1,312,947$584,103
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $1,312,947$584,103
X-32 Total net assets or fund balancesStart of year $1,312,947$584,103
X-33 Total liabilities and net assetsStart of year $1,312,947$584,103
Part XI · Reconciliation of net assets $584,103 net assets at year end
XI-1 Total revenue−$727,249
XI-2 Total expenses$1,595
XI-3 Revenue less expenses−$728,844
XI-4 Net assets at start of year$1,312,947
XI-10 Net assets at end of year$584,103

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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