Civic Intelligence

Portland Homeless Family Solutions

EIN 26-3967833 • 501(c)3 • Portland, OR

Profile

To empower homeless families with children to get back into housing - and to stay there.

6220 S E 92nd AVENUEPortland, OR 97266

www.pdxhfs.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.31x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.45x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$181,055

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.5%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

55%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$10,563,603

Up $825,164 (+8.5%) from 2023

Liabilities

Down

$3,265,556

Down $106,371 (-3.2%) from 2023

Net Assets

Up

$7,298,047

Up $931,535 (+15%) from 2023

Revenue

Up

$7,231,676

Up $2,574,393 (+55%) from 2023

Expenses

Up

$6,288,288

Up $662,604 (+12%) from 2023

Net Income

Up

$943,388

Up $1,911,789 (+197%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $119,775Liabilities 2012: $8,350Net Assets 2012: $111,4252012Assets 2013: $121,150Liabilities 2013: $15,788Net Assets 2013: $105,3622013Assets 2014: $191,880Liabilities 2014: $19,275Net Assets 2014: $172,6052014Assets 2015: $327,867Liabilities 2015: $37,464Net Assets 2015: $290,4032015Assets 2016: $411,866Liabilities 2016: $53,636Net Assets 2016: $358,2302016Assets 2017: $504,328Liabilities 2017: $52,091Net Assets 2017: $452,2372017Assets 2018: $4,128,494Liabilities 2018: $2,343,047Net Assets 2018: $1,785,4472018Assets 2019: $5,427,744Liabilities 2019: $2,137,706Net Assets 2019: $3,290,0382019Assets 2020: $7,278,977Liabilities 2020: $2,880,390Net Assets 2020: $4,398,5872020Assets 2021: $7,575,224Liabilities 2021: $2,491,883Net Assets 2021: $5,083,3412021Assets 2022: $9,882,578Liabilities 2022: $2,583,909Net Assets 2022: $7,298,6692022Assets 2023: $9,738,439Liabilities 2023: $3,371,927Net Assets 2023: $6,366,5122023Assets 2024: $10,563,603Liabilities 2024: $3,265,556Net Assets 2024: $7,298,0472024

Highlighted filing

2024

Assets$10,563,603
Liabilities$3,265,556
Net Assets$7,298,047

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2012: $360,6602012Expenses 2013: $666,4682013Revenue 2014: $1,110,821Expenses 2014: $1,043,578Net Income 2014: $67,2432014Revenue 2015: $1,153,241Expenses 2015: $1,035,443Net Income 2015: $117,7982015Revenue 2016: $1,423,901Expenses 2016: $1,356,074Net Income 2016: $67,8272016Revenue 2017: $1,895,488Expenses 2017: $1,801,481Net Income 2017: $94,0072017Revenue 2018: $3,828,395Expenses 2018: $2,495,185Net Income 2018: $1,333,2102018Revenue 2019: $4,167,091Expenses 2019: $3,012,524Net Income 2019: $1,154,5672019Revenue 2020: $4,273,511Expenses 2020: $3,533,265Net Income 2020: $740,2462020Revenue 2021: $4,026,037Expenses 2021: $3,341,283Net Income 2021: $684,7542021Revenue 2022: $6,449,406Expenses 2022: $4,119,548Net Income 2022: $2,329,8582022Revenue 2023: $4,657,283Expenses 2023: $5,625,684Net Income 2023: -$968,4012023Revenue 2024: $7,231,676Expenses 2024: $6,288,288Net Income 2024: $943,3882024

Highlighted filing

2024

Revenue$7,231,676
Expenses$6,288,288
Net Income$943,388

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$3.27$7.30$7.23$6.29$0.94
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.74$3.37$6.37$4.66$5.63$0.97
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.88$2.58$7.30$6.45$4.12$2.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.58$2.49$5.08$4.03$3.34$0.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.28$2.88$4.40$4.27$3.53$0.74
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.43$2.14$3.29$4.17$3.01$1.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$2.34$1.79$3.83$2.50$1.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.05$0.45$1.90$1.80$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.05$0.36$1.42$1.36$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.04$0.29$1.15$1.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.02$0.17$1.11$1.04$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.02$0.11$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.01$0.11$0.36
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Sep 3, 2020
Return Version
2018v3.1
Gross Receipts
$4,218,442
Mission and Program Overview

Mission

To empower homeless families with children to get back into housing - and to stay there.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,317,940$4,644,629▲ $1,326,689
Savings and Temporary Cash Investments$437,446$403,539▼ $33,907
Pledges and Grants Receivable$199,449$234,400▲ $34,951
Accounts Receivable$151,935$123,827▼ $28,108
Prepaid Expenses and Deferred Charges$21,724$21,349▼ $375
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,128,494$5,427,744▲ $1,299,250
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,265,219$2,000,225▼ $264,994
Other Liabilities$58,096$80,377▲ $22,281
Accounts Payable and Accrued Expenses$17,017$39,079▲ $22,062
Deferred Revenue$2,715$18,025▲ $15,310
Total Liabilities$2,343,047$2,137,706▼ $205,341
Net Assets / Fund Balance
Unrestricted Net Assets$1,645,025$3,072,781▲ $1,427,756
Temporarily Rstr Net Assets$140,422$217,257▲ $76,835
Total Net Assets Fund Balance$1,785,447$3,290,038▲ $1,504,591
Total Liabilities and Net Assets / Fund Balance$4,128,494$5,427,744▲ $1,299,250

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,421,745$73,227$3,494,972
Land$1,212,848-$1,212,848
Equipment$10,036$38,009$48,045
Other Land Buildings-$15,222$15,222
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandi TuckExecutive DirecFT$83,554$9,307$92,861

Board Members and Trustees

NameTitle
Dianne AlvesCo-Chairman
Phyllis LeonardCo-Chairman
Robby RussellVice Chair
Ellen VandersliceDirector
Jake DalyDirector
John DevlinDirector
Lisa PalermoDirector
Michael SmootDirector
Sally Dadmun-BixbyDirector
Sonja ConnorDirector
Matthew WebberSecretary
Joshua StadtlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,146,966
Program Service Revenue
$0
Investment Income
$2,930
Other Revenue
$17,195
All Other Contributions
$1,568,056
Change in Net Assets
$1,154,567

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,167,091
Revenue Not Reported on Form 990
$567,482
Total Revenue per Audited Statements
$4,734,573
Total Revenue per Form 990
$4,167,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,423,616
Grants and Similar Amounts Paid$1,065,704
Other Expenses$499,204
Total Fundraising Expense$105,527
Professional Fundraising Fees$24,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,065,704--$1,065,704
Other Salaries and Wages$952,687$65,363$44,574$1,062,624
Occupancy$191,469$2,436$911$194,816
Other Employee Benefits$123,018$8,437$5,751$137,206
Payroll Taxes$96,679$6,618$4,506$107,803
Current Officers, Directors, Trustees, and Key Employees$89,095$5,940$3,960$98,995
Interest$87,996$1,161-$89,157
Depreciation Depletion$69,597$5,236-$74,833
Office Expenses$44,252$1,690$6,689$52,631
Fees for Services Professional Fundraising--$24,000$24,000
Insurance$19,972$1,613$931$22,516
Information Technology$16,521$1,131$770$18,422
Pension Plan Contributions$15,235$1,043$710$16,988
Fees for Services Accounting-$10,050-$10,050
Fees for Services Other$355$24$8,767$9,146
Other Expenses$6,058$1,211$727$6,058
Advertising--$3,231$3,231
Total Functional Expenses$2,795,044$111,953$105,527$3,012,524

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,229,983
Expenses per Audited Statements$3,012,524
Total Expenses per Form 990$3,012,524
Expenses Not Reported on Form 990$217,459
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,546
Fundraising Direct Expenses$51,351
Professional Fundraising Fees$24,000

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$191,846$68,546$4,869$63,677
Total Events$191,846$68,546$51,351$17,195
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll Liabilities$80,377
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is reviewed at a meeting of the Finance Committee and distributed to the full Board for review before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board members sign a statement annually acknowledging they have received the policy and agree to comply. No member of the Board receives compensation from the organization. If a proposed transaction or arrangement that might imply a conflict comes to the Board for action, members are asked to disclose whether any conflict exists before the discussion, and a member with a potential conflict leaves the meeting while the remaining members decide if a conflict exists and how to address it. This policy was adopted by the Board of Directors on November 9, 2008.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Executive Committee of the Board is responsible for completing a competitive market analysis of compensation for the Executive Director based on published salary surveys and inquiries to similar not-for-profit organizations in the Portland area. This analysis is required by Board policy at least every three years. The Board completes an evaluation of the Executive Director's job performance and adjusts salary for the following year at the June meeting of the Board. The compensation review and approval process was last completed in 2018.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents and tax returns are available at the organization's office for anyone who asks to review them. The most recent tax return is mailed to any one who requests it.

Filing and Contact Details

Filer

Filer Name
Portland Homeless Family Solutions
EIN
26-3967833
Phone
5037192769
Address
6220 S E 92nd AVENUE, PORTLAND, OR 97266

Signing Officer

Name
Brandi Tuck
Title
Executive Director
Signed
2020-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandi Tuck
Formed
2009
Legal Domicile
Or
Voting Board Members
12
Independent Board Members
12
Employees
64
Volunteers
1,200

Preparer

Firm
Block and Chatard LLC
Address
1201 SW 12TH AVE STE 222, PORTLAND, OR 97205
Preparer
Erin M Chatard
Phone
5038089252
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services

Phfs made a change in how they provide their program services for shelter. During the fiscal year phfs made significant improvements to the building that they purchased in se portland. Family village is the first trauma-informed shelter for families with children in oregon. When complete it will provide emergency shelter rooms for twenty five families along with housing and employment services, all in one building. Previously phfs rented or used donated space for their day and night shelter services, and families had to move every day from one shelter to another.

Raw XML AppendixShowing 400 of 584 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
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IRS990/BooksInCareOfDetail/PhoneNum05037192769
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06220 S E 92nd AVENUE
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IRS990/Form990PartVIISectionAGrp/PersonNm3Dianne Alves
IRS990/Form990PartVIISectionAGrp/PersonNm4Phyllis Leonard
IRS990/Form990PartVIISectionAGrp/PersonNm5Ellen Vanderslice
IRS990/Form990PartVIISectionAGrp/PersonNm6Michael Smoot
IRS990/Form990PartVIISectionAGrp/PersonNm7John Devlin
IRS990/Form990PartVIISectionAGrp/PersonNm8Sally Dadmun-Bixby
IRS990/Form990PartVIISectionAGrp/PersonNm9Matthew Webber
IRS990/Form990PartVIISectionAGrp/PersonNm10Lisa Palermo
IRS990/Form990PartVIISectionAGrp/PersonNm11Jake Daly
IRS990/Form990PartVIISectionAGrp/PersonNm12Brandi Tuck
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Co-Chairman
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/MissionDesc0To empower homeless families with children to get back into housing - and to stay there.
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IRS990/PrincipalOfficerNm0Brandi Tuck
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IRS990/ProgSrvcAccomActy2Grp/Desc0Housing First Program - PHFS helps families experiencing homelessness move quickly back into homes by helping families pay security deposits and 12-24 months of rent assistance. We also provide case management for 24 months to help families create action plans, balance their budget, connect to their new community, increase their income by getting jobs and education, and learn new skills they use to keep housing. This program served 525 people from 167 families during the 2018-2019 fiscal year.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Prevention Program - PHFS helps families with children prevent their homelessness in the first place by helping them keep housing. These families are able to stay in their communities where the kids can stay in school and the parents can remain near their jobs. PHFS pays back rent and utilities for families during times of emergency, with an average investment per family of only $1,473. This program served 326 people from 102 families during the 2018-2019 fiscal year.
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