Civic Intelligence

Forest Park Elementary School Foundation

990 • Fiscal year 2022 • EIN 20-1975263

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 19, 2022

Organization ProfileWWW.FPEFOUNDATION.COM
9935 NW Durrett StPortland, OR 97229

(503) 916-5400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

88th percentile

73%

Faster asset growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

104%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$345,563

Up $145,564 (+73%) from 2021

Net Assets

Up

$345,563

Up $145,564 (+73%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin96th percentile

Revenue

Up

$173,246

Up $88,488 (+104%) from 2021

Expenses

Down

$27,682

Down $25,680 (-48%) from 2021

Net Income

Up

$145,564

Up $114,168 (+364%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $242,700Liabilities 2011: $0Net Assets 2011: $242,7002011Assets 2012: $251,199Liabilities 2012: $0Net Assets 2012: $251,1992012Assets 2013: $232,105Liabilities 2013: $0Net Assets 2013: $232,1052013Assets 2015: $243,290Liabilities 2015: $0Net Assets 2015: $243,2902015Assets 2016: $227,091Liabilities 2016: $0Net Assets 2016: $227,0912016Assets 2017: $308,125Liabilities 2017: $0Net Assets 2017: $308,1252017Assets 2018: $196,683Liabilities 2018: $0Net Assets 2018: $196,6832018Assets 2019: $234,697Liabilities 2019: $0Net Assets 2019: $234,6972019Assets 2020: $168,603Liabilities 2020: $0Net Assets 2020: $168,6032020Assets 2021: $199,999Liabilities 2021: $0Net Assets 2021: $199,9992021Assets 2022: $345,563Liabilities 2022: $0Net Assets 2022: $345,5632022Assets 2023: $155,615Liabilities 2023: $0Net Assets 2023: $155,6152023Assets 2024: $99,009Liabilities 2024: $0Net Assets 2024: $99,0092024Assets 2025: $171,213Liabilities 2025: $0Net Assets 2025: $171,2132025

Highlighted filing

2022

Assets$345,563
Liabilities$0
Net Assets$345,563
Open 2022 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $276,901Expenses 2011: $171,682Net Income 2011: $105,2192011Revenue 2012: $252,809Expenses 2012: $244,310Net Income 2012: $8,4992012Revenue 2013: $268,939Expenses 2013: $288,033Net Income 2013: -$19,0942013Revenue 2015: $180,717Expenses 2015: $163,547Net Income 2015: $17,1702015Revenue 2016: $175,640Expenses 2016: $191,839Net Income 2016: -$16,1992016Revenue 2017: $284,598Expenses 2017: $203,564Net Income 2017: $81,0342017Revenue 2018: $246,528Expenses 2018: $357,970Net Income 2018: -$111,4422018Revenue 2019: $312,233Expenses 2019: $274,219Net Income 2019: $38,0142019Revenue 2020: $204,221Expenses 2020: $270,315Net Income 2020: -$66,0942020Revenue 2021: $84,758Expenses 2021: $53,362Net Income 2021: $31,3962021Revenue 2022: $173,246Expenses 2022: $27,682Net Income 2022: $145,5642022Revenue 2023: $228,094Expenses 2023: $418,042Net Income 2023: -$189,9482023Revenue 2024: $152,809Expenses 2024: $209,415Net Income 2024: -$56,6062024Revenue 2025: $123,205Expenses 2025: $51,001Net Income 2025: $72,2042025

Highlighted filing

2022

Revenue$173,246
Expenses$27,682
Net Income$145,564
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 19, 2022
Return Version
2021v4.0
Gross Receipts
$196,111
Mission and Program Overview

Mission

The primary purpose of the organization is to provide funding to the forest park elementary school to hire additional teachers and staff.

The foundation supports approx 327 students at forest park elementary school in portland, or by providing funding to hire education assistants which could not be hired with existing state funding.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$199,999$345,563▲ $145,564
Total Assets$199,999$345,563▲ $145,564
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$199,999$345,563▲ $145,564
Total Net Assets Fund Balance$199,999$345,563▲ $145,564
Total Liabilities and Net Assets / Fund Balance$199,999$345,563▲ $145,564
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Sarah ShivelyPresident
Chris AndonDirector
Dave GenelDirector
Marilys ErnstDirector
Melissa SchlectaDirector
Sivasankari VaiyakkanDirector
Tyler HolmesDirector
Lyda HakesSecretarty
Christie RobinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,265
Program Service Revenue
$0
Investment Income
$45
Other Revenue
$55,936
All Other Contributions
$117,265
Change in Net Assets
$145,564
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,682
Total Fundraising Expense$21,096
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$3,254-$3,254
All Other Expenses--$2,319$2,319
Other Expenses--$2,029$2,029
Insurance-$1,259-$1,259
Office Expenses-$1,253-$1,253
Fees for Services Management$820--$820
Total Functional Expenses$820$5,766$21,096$27,682
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$78,801
Fundraising Direct Expenses$22,865
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$75,701$75,701$13,575$62,126
Total Events$75,701$75,701$22,865$52,836
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 and supplemental schedules are provided to the board of directors for review. Any agreed upon changes are made prior to filing.”

Form 990, Page 6, Part VI, Line 19

“WEBSITE”

Filing and Contact Details

Filer

Filer Name
The Forest Park Elementary School
EIN
20-1975263
Phone
5039165400
Address
9935 NW DURRETT ST, PORTLAND, OR 97229

Signing Officer

Name
Sarah Shively
Title
President
Phone
5039165400
Signed
2022-10-19

Organization Details

Principal Officer
Sarah Shively
Formed
2004
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Mgn Tax & Advisory Group LLC
Address
16869 SW 65TH AVE 313, LAKE OSWEGO, OR 97035
Preparer
Jace Parker
Phone
5033291824
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The foundation supports approximately 400 students at forest park elementary school in portland, or by providing funding to hire teachers and staff which could not be hired with existing state funding. Additional funding effectively reduces class sizes. Two-thrids of funds raised by the foundation supports positions at forest park elementary school while one- third supports the fund for portland public schools, a non-profit organization in portland, or that supports public schools throughout the city of portland”

Form 990, Part IX, Line 11G

“Bank service charges 0 1,814 0 taxes & licenses 0 1,260 0 website 0 180 0 total 0 3,254 0”

Raw XML Appendix364 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE FOUNDATION SUPPORTS APPROX 327 STUDENTS AT FOREST PARK ELEMENTARY SCHOOL IN PORTLAND, OR BY PROVIDING FUNDING TO HIRE EDUCATION ASSISTANTS WHICH COULD NOT BE HIRED WITH EXISTING STATE FUNDING.
IRS990/AllOtherContributionsAmt0117265
IRS990/AllOtherExpensesGrp/FundraisingAmt02319
IRS990/AllOtherExpensesGrp/TotalAmt02319
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0CHRISTIE ROBINSON
IRS990/BooksInCareOfDetail/PhoneNum05039165400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09935 NW DURRETT ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097229
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0199999
IRS990/CashNonInterestBearingGrp/EOYAmt0345563
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0117265
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt045
IRS990/CYOtherExpensesAmt027682
IRS990/CYOtherRevenueAmt055936
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0145564
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt027682
IRS990/CYTotalFundraisingExpenseAmt021096
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0173246
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE FOUNDATION SUPPORTS APPROXIMATELY 400 STUDENTS AT FOREST PARK ELEMENTARY SCHOOL IN PORTLAND, OR BY PROVIDING FUNDING TO HIRE TEACHERS AND STAFF WHICH COULD NOT BE HIRED WITH EXISTING STATE FUNDING. ADDITIONAL FUNDING EFFECTIVELY REDUCES CLASS SIZES. TWO-THRIDS OF FUNDS RAISED BY THE FOUNDATION SUPPORTS POSITIONS AT FOREST PARK ELEMENTARY SCHOOL WHILE ONE- THIRD SUPPORTS THE FUND FOR PORTLAND PUBLIC SCHOOLS, A NON-PROFIT ORGANIZATION IN PORTLAND, OR THAT SUPPORTS PUBLIC SCHOOLS THROUGHOUT THE CITY OF PORTLAND
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0820
IRS990/FeesForServicesManagementGrp/TotalAmt0820
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03254
IRS990/FeesForServicesOtherGrp/TotalAmt03254
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0SARAH SHIVELY
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTIE ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm2LYDA HAKES
IRS990/Form990PartVIISectionAGrp/PersonNm3SIVASANKARI VAIYAKKAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MARILYS ERNST
IRS990/Form990PartVIISectionAGrp/PersonNm5TYLER HOLMES
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVE GENEL
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRIS ANDON
IRS990/Form990PartVIISectionAGrp/PersonNm8MELISSA SCHLECTA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARTY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt022865
IRS990/FundraisingGrossIncomeAmt078801
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0196111
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01259
IRS990/InsuranceGrp/TotalAmt01259
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt045
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt045
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PROVIDE FUNDING TO THE FOREST PARK ELEMENTARY SCHOOL TO HIRE ADDITIONAL TEACHERS AND STAFF.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0199999
IRS990/NetAssetsOrFundBalancesEOYAmt0345563
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt055936
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt055936
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0199999
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0345563
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01253
IRS990/OfficeExpensesGrp/TotalAmt01253
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0STAFF APPRECIATION EXP
IRS990/OtherExpensesGrp/Desc1FOOD DRIVE EXPENSE
IRS990/OtherExpensesGrp/Desc25TH GRADE ART PROJECT
IRS990/OtherExpensesGrp/Desc3FUNDRAISING
IRS990/OtherExpensesGrp/FundraisingAmt07768
IRS990/OtherExpensesGrp/FundraisingAmt16750
IRS990/OtherExpensesGrp/FundraisingAmt22230
IRS990/OtherExpensesGrp/FundraisingAmt32029
IRS990/OtherExpensesGrp/TotalAmt07768
IRS990/OtherExpensesGrp/TotalAmt16750
IRS990/OtherExpensesGrp/TotalAmt22230
IRS990/OtherExpensesGrp/TotalAmt32029
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SARAH SHIVELY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE FOUNDATION SUPPORTS APPROXIMATELY 400 STUDENTS AT FOREST PARK ELEMENTARY SCHOOL IN PORTLAND, OR BY PROVIDING FUNDING TO HIRE TEACHERS AND STAFF WHICH COULD NOT BE HIRED WITH EXISTING STATE FUNDING. ADDITIONAL FUNDING EFFECTIVELY REDUCES CLASS SIZES. TWO-THRIDS OF FUNDS RAISED BY THE FOUNDATION SUPPORTS POSITIONS AT FOREST PARK ELEMENTARY SCHOOL WHILE ONE- THIRD SUPPORTS THE FUND FOR PORTLAND PUBLIC SCHOOLS, A NON-PROFIT ORGANIZATION IN PORTLAND, OR THAT SUPPORTS PUBLIC SCHOOLS THROUGHOUT THE CITY OF PORTLAND
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0820
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt074948
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt032862
IRS990/PYInvestmentIncomeAmt053
IRS990/PYOtherExpensesAmt020500
IRS990/PYOtherRevenueAmt09757
IRS990/PYRevenuesLessExpensesAmt031396
IRS990/PYTotalExpensesAmt053362
IRS990/PYTotalRevenueAmt084758
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0145564
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0117265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074948
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0134388
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0200519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0140004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0667124
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0344
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt045
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0888
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt078801
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt011529
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0118770
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0241919
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt0236075
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0687094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0253
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0344
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0597
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt01355106
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0196111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086530
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0253351
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0442691
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0376423
IRS990ScheduleA/Total509Grp/TotalAmt01355106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0196111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt086530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0253351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0442944
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0376767
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01355703
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt022865
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07690
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07690
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt075701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt075701
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt075701
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt052836
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013575
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013575
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01600
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01600
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SUPPORTS APPROXIMATELY 400 STUDENTS AT FOREST PARK ELEMENTARY SCHOOL IN PORTLAND, OR BY PROVIDING FUNDING TO HIRE TEACHERS AND STAFF WHICH COULD NOT BE HIRED WITH EXISTING STATE FUNDING. ADDITIONAL FUNDING EFFECTIVELY REDUCES CLASS SIZES. TWO-THRIDS OF FUNDS RAISED BY THE FOUNDATION SUPPORTS POSITIONS AT FOREST PARK ELEMENTARY SCHOOL WHILE ONE- THIRD SUPPORTS THE FUND FOR PORTLAND PUBLIC SCHOOLS, A NON-PROFIT ORGANIZATION IN PORTLAND, OR THAT SUPPORTS PUBLIC SCHOOLS THROUGHOUT THE CITY OF PORTLAND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 AND SUPPLEMENTAL SCHEDULES ARE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW. ANY AGREED UPON CHANGES ARE MADE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICE CHARGES 0 1,814 0 TAXES & LICENSES 0 1,260 0 WEBSITE 0 180 0 TOTAL 0 3,254 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0199999
IRS990/TotalAssetsEOYAmt0345563
IRS990/TotalAssetsGrp/BOYAmt0199999
IRS990/TotalAssetsGrp/EOYAmt0345563
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0117265
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021096
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05766
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0820
IRS990/TotalFunctionalExpensesGrp/TotalAmt027682
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0199999
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0345563
IRS990/TotalOtherProgSrvcExpenseAmt0820
IRS990/TotalProgramServiceExpensesAmt0820
IRS990/TotalRevenueGrp/ExclusionAmt055936
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0173246
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0199999
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0345563
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt09935 NW DURRETT ST
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097229
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.FPEFOUNDATION.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH SHIVELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05039165400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FOREST PARK ELEMENTARY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORE
ReturnHeader/Filer/EIN0201975263
ReturnHeader/Filer/PhoneNum05039165400
ReturnHeader/Filer/USAddress/AddressLine1Txt09935 NW DURRETT ST
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097229
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861635467
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MGN TAX & ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016869 SW 65TH AVE 313
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097035
ReturnHeader/PreparerPersonGrp/PhoneNum05033291824
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACE PARKER
ReturnHeader/ReturnTs02022-11-07T12:53:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHIVELY
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$345,563
Liabilities
$0
Net assets
$345,563
Revenue
$173,246
Expenses
$27,682
Net income
$145,564
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.00$1.71$1.23$0.51$0.72
2024Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$1.53$2.09$0.57
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$2.28$4.18$1.90
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$1.73$0.28$1.46
2021Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.85$0.53$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$2.04$2.70$0.66
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$3.12$2.74$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$2.47$3.58$1.11
2017Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$2.85$2.04$0.81
2016Summary only. Only limited summary data is available for this year.$2.27$0.00$2.27$1.76$1.92$0.16
2015Summary only. Only limited summary data is available for this year.$2.43$0.00$2.43$1.81$1.64$0.17
2013Summary only. Only limited summary data is available for this year.$2.32$0.00$2.32$2.69$2.88$0.19
2012Summary only. Only limited summary data is available for this year.$2.51$0.00$2.51$2.53$2.44$0.08
2011Summary only. Only limited summary data is available for this year.$2.43$0.00$2.43$2.77$1.72$1.05