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Nonprofiteer
← MICRO ENTERPRISE SERVICES OF OREGON

Form 990 for tax year 2023

Filed by MICRO ENTERPRISE SERVICES OF OREGON.

Totals

Total revenue
$7,790,971
Total expenses
$9,517,073
Contributions and grants received
$3,947,166
Grants paid
$3,072,241
Program service revenue
$3,289,762
Investment income
$527,760
Other revenue
$26,283
Total assets, end of year
$16,303,599
Total liabilities, end of year
$5,870,108
Net assets or fund balances, end of year
$10,433,491
Program services expenses (Part IX)
$7,461,837
Management and general expenses
$1,805,491
Fundraising expenses
$249,745
Program service expenses (Part III)
$7,461,837

Program services were 78.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $151,124

  • 1f · All other contributions, gifts and grants

    $3,796,042

  • 1g · Noncash contributions included above

    $22,955

  • 2a · Program service revenue: CONTRACT REVENUE

    total $2,922,262 · related or exempt $2,922,262

  • 2b · Program service revenue: ADMINISTRATIVE FEES

    total $367,500 · related or exempt $367,500

  • 3 · Investment income

    total $527,760 · excluded $527,760

  • 6a · Gross rents

    real property $3,200

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $3,200

  • 6d · Net rental income or loss

    total $3,200 · related or exempt $3,200

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $151,124

  • 8b · Fundraising events: direct expenses

    $30,659

  • 8c · Net income from fundraising events

    total -$30,659 · excluded -$30,659

  • 10a · Gross sales of inventory

    $50,152

  • 10b · Cost of goods sold

    $43,142

  • 10c · Net income from sales of inventory

    total $7,010 · related or exempt $7,010

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $46,732 · excluded $46,732

  • 11e · Other revenue, total

    $46,732

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,072,241 · program services $3,072,241

  • 5 · Compensation of officers, directors and key employees

    total $368,548 · program services $257,366 · management and general $95,900 · fundraising $15,282

  • 7 · Other salaries and wages

    total $3,717,105 · program services $2,603,107 · management and general $956,603 · fundraising $157,395

  • 9 · Other employee benefits

    total $577,060 · program services $416,036 · management and general $139,326 · fundraising $21,698

  • 10 · Payroll taxes

    total $442,106 · program services $288,296 · management and general $136,512 · fundraising $17,298

  • 11b · Fees: legal

    total $7,620 · program services $450 · management and general $7,170

  • 11c · Fees: accounting

    total $27,900 · management and general $27,900

  • 11g · Fees: other

    total $391,096 · program services $93,633 · management and general $280,307 · fundraising $17,156

  • 12 · Advertising and promotion

    total $3,944 · program services $200 · management and general $3,744

  • 13 · Office expenses

    total $300,658 · program services $170,333 · management and general $124,443 · fundraising $5,882

  • 14 · Information technology

    total $98,193 · program services $22,558 · management and general $74,840 · fundraising $795

  • 16 · Occupancy

    total $193,961 · program services $146,624 · management and general $47,039 · fundraising $298

  • 17 · Travel

    total $31,451 · program services $17,193 · management and general $12,293 · fundraising $1,965

  • 19 · Conferences, conventions and meetings

    total $56,896 · program services $34,827 · management and general $21,322 · fundraising $747

  • 20 · Interest

    total $89,263 · program services $84,274 · management and general $4,989

  • 22 · Depreciation, depletion and amortization

    total $46,706 · management and general $46,706

  • 23 · Insurance

    total $38,778 · management and general $38,778

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $53,547 · program services $3,144 · management and general $48,371 · fundraising $2,032

  • 24b · Other expenses: INDIRECT EXPENSE ALLOCA

    total $0 · program services $251,555 · management and general -$260,752 · fundraising $9,197

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,010,860 · end of year $4,203,802

  • 2 · Savings and temporary cash investments

    beginning of year $4,465,665 · end of year $3,212,395

  • 3 · Pledges and grants receivable

    beginning of year $1,198,365 · end of year $603,353

  • 4 · Accounts receivable

    beginning of year $525,827 · end of year $1,129,420

  • 7 · Other notes and loans receivable

    beginning of year $4,056,257 · end of year $5,326,678

  • 9 · Prepaid expenses and deferred charges

    beginning of year $851,770 · end of year $93,471

  • 10a · Land, buildings and equipment: cost or other basis

    $1,291,509

  • 10b · Land, buildings and equipment: accumulated depreciation

    $171,535

  • 10c · Land, buildings and equipment, net

    beginning of year $1,166,680 · end of year $1,119,974

  • 12 · Investments: other securities

    beginning of year $187,223 · end of year $306,759

  • 15 · Other assets

    beginning of year $0 · end of year $307,747

  • 17 · Accounts payable and accrued expenses

    beginning of year $255,925 · end of year $1,511,477

  • 19 · Deferred revenue

    beginning of year $584,953 · end of year $1,048,014

  • 23 · Secured mortgages and notes payable

    beginning of year $2,817,194 · end of year $2,667,638

  • 25 · Other liabilities

    beginning of year $297,616 · end of year $642,979

  • 27 · Net assets without donor restrictions

    beginning of year $11,841,685 · end of year $9,901,640

  • 28 · Net assets with donor restrictions

    beginning of year $665,274 · end of year $531,851

Mission and programs · 2023

Mission

OUR MISSION IS TO ELEVATE UNDER-RESOURCED AND EXCLUDED ENTREPRENEURS TO BUILD RESILIENCE, EQUITY AND THRIVING COMMUNITIES THROUGH ACCESS TO CAPITAL TAILORED BUSINESS ASSISTANCE AND EDUCATION.

  • EMPOWER - MESO'S BUSINESS DEVELOPMENT PROGRAM, ANCHORS, SEEKS TO BUILD STABLE AND SUCCESSFUL BUSINESS IN THE COMMUNITY. THE PROGRAM PROVIDES SUPPORT SERVICES IN THE AREAS OF BUSINESS STRATEGIES AND IMPLEMENTATION, MARKETING, FINANCIAL MANAGEMENT, AND PERSONAL DEVELOPMENT.

    Expenses $1,746,490 · Grants $7,000

  • COMMUNITY CAPITAL - MESO'S FINANCING PROGRAM, COMMUNITY CAPITAL, PROVIDES FINANCING TO OWNERS OF SMALL BUSINESSES WHO ARE UNABLE TO ACCESS CAPITAL THROUGH TRADITIONAL BANKING INSTITUTIONS. FUNDING SOURCES FOR THE COMMUNITY CAPITAL PROGRAM ARE THE SMALL BUSINESS ADMINISTRATION MICRO-LOAN PROGRAM AND THE PORTLAND SMALL BUSINESS LOAN FUND.

    Expenses $738,372 · Revenue $367,500

  • EARLY CHILDCARE - MESO'S EARLY CARE AND EDUCATION PROGRAM IS DEDICATED TO ENHANCING CHILDCARE CAPACITY AND STRENGTHENING CHILD CARE INFRASTRUCTURE IN MULTNOMAH COUNTY AND THROUGHOUT OREGON. THE PROGRAM ADMINISTERS FUNDS IN PARTNERSHIP WITH MULTNOMAH COUNTY'S PRESCHOOL FOR ALL INITIATIVE, PROVIDING FINANCIAL SUPPORT AND TECHNICAL ASSISTANCE FOR CHILD CARE PROVIDERS SELECTED BY THE COUNTY. THESE EFFORTS FOCUS ON EXPANDING CULTURALLY RESPONSIVE ACCESS TO EARLY CHILDHOOD EDUCATION. MESO DOESN'T HAVE VARIANCE POWER OVER THESE GRANT FUNDS AND RECEIVES AN ADMINISTRATIVE FEE FOR THESE SERVICES. IN ADDITION TO ADMINISTERING THESE FUNDS, MESO COLLABORATES WITH LIIF, CRAFT3, AND NOAH UNDER THE BUILDUP OREGON PROGRAM TO PROVIDE GRANTS AND LOANS FOR PROVIDERS SEEKING TO IMPROVE OR ACQUIRE CHILDCARE SPACES. THESE RESOURCES ENABLE PRESCHOOL PROVIDERS TO INCREASE THEIR CAPACITY AND IMPROVE SERVICES ACROSS MULTNOMAH COUNTY AND THE STATE OF OREGON. THE REVENUE FROM THESE SOURCES IS REPORTED AS PASSTHROUGH GRANTS ON THE CONSOLIDATED STATEMENT OF ACTIVITIES.

    Expenses $1,044,142 · Grants $464,126

  • IDA INDIVIDUAL DEVELOPMENT ACCOUNTS IS A MATCHED SAVINGS PROGRAM OFFERED TO INCOME-QUALIFIED HOUSEHOLDS TO USE FOR BUSINESS-RELATED ASSETS AND ACTIVITIES. FINANCIAL PLANNING TRAINING AND BUSINESS EDUCATION ARE PROVIDED TO PROGRAM PARTICIPANTS.EDUCATE: MESO OFFERS CLASSES, WORKSHOPS, AND SEMINARS IN BUSINESS BASICS, BUSINESS DEVELOPMENT, FINANCIAL LITERACY, BUSINESS MARKETING, AND BUSINESS FUNDING. MESO FUTURE LEADERS: MESO FUTURE LEADERS YOUTH PROGRAM PARTNERS WITH LOCAL SCHOOLS AND COMMUNITY PARTNERS TO PROVIDE ENTREPRENEURSHIP AND FINANCIAL LITERACY PROGRAMMING FOR YOUTH AND YOUNG ADULTS.

    Expenses $3,932,833 · Grants $2,601,115 · Revenue $2,932,472

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cobi Lewis

    EXECUTIVE DIRECTOR

    Total calculated
    $206,679
    From this org
    $187,707
    From related orgs
    $0
    Other
    $18,972
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,707
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,972
    Filer's total
    $206,679

  • Jason Hilton

    CFO

    Total calculated
    $161,869
    From this org
    $142,897
    From related orgs
    $0
    Other
    $18,972
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,897
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $18,972
    Filer's total
    $161,869

  • Mary Lee Alder

    CHIEF PROGRAM OFFICER

    Total calculated
    $126,766
    From this org
    $117,280
    From related orgs
    $0
    Other
    $9,486
    Hours/week
    40

  • Le King

    HR DIRECTOR

    Total calculated
    $117,833
    From this org
    $117,833
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Jatuane Hall

    BUSINESS DEVELOPMENT DIRECTOR

    Total calculated
    $126,980
    From this org
    $108,008
    From related orgs
    $0
    Other
    $18,972
    Hours/week
    40

  • Celina Sanchez-Crowell

    MARKETING DIRECTOR

    Total calculated
    $103,044
    From this org
    $103,044
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Cam Turner

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Beth Cooke

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jill Chen

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Cirith Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Casey Bonsai

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott Bossom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Faye Burch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ana Chaud

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dave Connell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Graham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sheila Holden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maurice Rahming

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nitin Rai

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • MESO RESOURCES LLC

    OR · income $6,779 · assets $167,539

    Directly controlled by MICRO ENTERPRISE SERVICES OF OREGON

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MESO IMPACT FUND LLC

    OR · 20% owned · share of income $23,178 · share of assets $743,265 · general or managing partner

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349315849

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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