Nonprofit · EIN 20-5866897
ALLIANCE CHARTER ACADEMY
Tax-exempt · OREGON CITY, OR 97045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,440,734 | $3,813,501 | $627,233 | $4,435,337 | $4,298,409 | $136,928 |
| June 30, 2024 | 990 | $3,888,419 | $3,965,657 | -$77,238 | $3,371,836 | $3,862,141 | -$490,305 |
| June 30, 2023 | 990 | $3,968,159 | $3,874,543 | $93,616 | $3,361,178 | $3,774,245 | -$413,067 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,430,180
- of which government grants
- $4,376,980
- Program service revenue
- $5,645
- Investment income
- $4,616
- Net rental income
- -$1,651
- Net income from fundraising events
- $1,944
- Other revenue
- $293
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $186,271
- Other salaries and wages
- $1,918,619
- Salaries, compensation and benefits (total)
- $3,081,724
- Professional fundraising fees
- $0
- Legal fees
- $5,992
- Accounting fees
- $20,600
- Occupancy
- $56,036
- Travel
- $4,491
- Depreciation
- $143,773
- Program services (functional)
- $2,307,694
- Management and general (functional)
- $1,505,807
Balance sheet and other
- Total assets, start of year
- $3,371,836
- Total assets, end of year
- $4,435,337
- Total liabilities, end of year
- $4,298,409
- Net assets, end of year
- $136,928
- Land, buildings and equipment
- $60,204
- Net assets without donor restrictions
- $71,419
- Net assets with donor restrictions
- $65,509
- Gross receipts
- $4,445,973
- Employees
- 56
- Volunteers
- 18
- Year formed
- 2007
- State of legal domicile
- OR
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHELLY SMITH | EXECUTIYVE DIRECTOR Officer | 40 | $101,083 | $15,065 |
| NHIA YANG | BUSINESS OPERATIONS MANAGER Officer | 40 | $78,291 | $13,697 |
| DARLA HALL | MEMBER Trustee or director | 3 | $0 | $0 |
| ANN HEPPNER | MEMBER Trustee or director | 3 | $0 | $0 |
| LAUREE ORTMAN | MEMBER Trustee or director | 3 | $0 | $0 |
| TARA MCLAUGHLIN | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| SARAH RECK-SECUNDA | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| ROBERT BRUDERS | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| LINDSEY SKONES | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHELLY SMITH | EXECUTIVE DIRECTOR Key employee | 40 | $89,324 | $17,209 |
| NHIA YANG | BUISNESS MANAGER Key employee | 40 | $35,000 | $7,158 |
| DARLA HALL | MEMBER Trustee or director | 3 | $0 | $0 |
| SHANNON MEADE | MEMBER Trustee or director | 3 | $0 | $0 |
| CECELIA MORGAN | MEMBER Trustee or director | 3 | $0 | $0 |
| LINDSEY SKONES | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| TARA MCLAUGHLIN | BOARD CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| ROBERT BRUDERS | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| SARAH RECK-SECUNDA | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BARBARA KINDLER GAINES | DIRECTOR Key employee | 40 | $77,762 | $27,254 |
| CHRISTINE CAPONI | BUSINESS MANAGER Key employee | 40 | $28,030 | $24,062 |
| CECELIA MORGAN | MEMBER Trustee or director | 2 | $0 | $0 |
| SHANNON MEADE | MEMBER Trustee or director | 2 | $0 | $0 |
| BRIAN DAVIS | MEMBER Trustee or director | 2 | $0 | $0 |
| ROBERT BRUDERS | SECRETARYINTERIM TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| TOM SNYDER | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| KIMBERLY GRAVES | VICE-PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| TIFFANY KILPATRICK | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| TARA MCLAUGHLIN | INTERIM PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 16075 FRONT AVE, OREGON CITY, OR 97045-1273
- In care of
- % ROBERT BRUDERS
- Principal officer (990 for 2024)
- ROBERT BRUDERS, 16075 FRONT AVE, OREGON CITY, OR 97045
- Signed the 990
- ROBERT BRUDERS, TREASURER
- Phone
- (503) 785-8556
- Website
- ALLIANCECHARTERACADEMY.COM
- Return prepared by
- PAULY ROGERS AND CO PC
Mission
OUR MISSION IS TO PERSONALIZE LEARNING THROUGH A COLLABORATION OF FAMILY, COMMUNITY AND SCHOOL; TO NURTURE THE INNATE CURIOSITY OF OUR STUDENTS; IGNITE THEIR PASSION FOR LEARNING; AND PREPARE THEM FOR LIFELONG SUCCESS.
Program accomplishments
- DELIVERING QUALITY EDUCATIONAL RESOURCES AND PROFESSIONAL TEACHING GUIDANCE TO FAMILIES WHEREBY EACH CHILDS LEARNING POTENTIAL IS OPTIMIZED IN A STANDARDS BASED, STUDENT-CENTERED HYBRID SCHOOL THAT PROVIDES EQUITY, ACCESS AND OPPORTUNITY.Expenses $2,307,694
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5866897
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $4,435,337
- Income (IRS master file)
- $4,445,973
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,440,734 | $3,813,501 | $4,435,337 | XML |
| 990 | June 2024 | $3,888,419 | $3,965,657 | $3,371,836 | IRS |
| 990 | June 2023 | $3,968,159 | $3,874,543 | $3,361,178 | XML |
| 990 | June 2022 | $4,210,333 | $3,587,188 | $3,799,788 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5866897).
Questions about ALLIANCE CHARTER ACADEMY
- What is the EIN of ALLIANCE CHARTER ACADEMY?
- The employer identification number (EIN) of ALLIANCE CHARTER ACADEMY is 20-5866897.
- Is ALLIANCE CHARTER ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ALLIANCE CHARTER ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALLIANCE CHARTER ACADEMY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALLIANCE CHARTER ACADEMY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLIANCE CHARTER ACADEMY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ALLIANCE CHARTER ACADEMY?
- The 990 for the year ended June 30, 2025 names ROBERT BRUDERS.
- Who are the officers and directors of ALLIANCE CHARTER ACADEMY?
- The 990 for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization, the highest $101,083 (SHELLY SMITH, EXECUTIYVE DIRECTOR).
- How much revenue does ALLIANCE CHARTER ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,440,734, expenses of $3,813,501 and total assets of $4,435,337 at year end.
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