Civic Intelligence

The Portland Foundation Inc

990 • Fiscal year 2018 • EIN 35-2019497

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 20, 2019

107 S Meridian StPortland, IN 47371

(260) 726-4260

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

14th percentile

$43,713

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

19th percentile

-5.5%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

42%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$13,696,053

Down $797,153 (-5.5%) from 2017

Net Assets

Down

$13,696,053

Down $797,095 (-5.5%) from 2017

Liabilities

Down

$0

Down $58 (-100%) from 2017

Revenue

Up

$1,071,888

Up $316,186 (+42%) from 2017

Expenses

Down

$688,877

Down $4,657 (-0.7%) from 2017

Net Income

Up

$383,011

Up $320,843 (+516%) from 2017

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $8,433,865Liabilities 2010: $0Net Assets 2010: $8,433,8652010Assets 2011: $8,206,745Liabilities 2011: $0Net Assets 2011: $8,206,7452011Assets 2012: $9,334,414Liabilities 2012: $0Net Assets 2012: $9,334,4142012Assets 2013: $10,789,971Liabilities 2013: $0Net Assets 2013: $10,789,9712013Assets 2014: $12,025,500Liabilities 2014: $0Net Assets 2014: $12,025,5002014Assets 2015: $11,566,441Liabilities 2015: $0Net Assets 2015: $11,566,4412015Assets 2016: $12,220,957Liabilities 2016: $0Net Assets 2016: $12,220,9572016Assets 2017: $14,493,206Liabilities 2017: $58Net Assets 2017: $14,493,1482017Assets 2018: $13,696,053Liabilities 2018: $0Net Assets 2018: $13,696,0532018Assets 2019: $16,439,036Liabilities 2019: $753Net Assets 2019: $16,438,2832019Assets 2020: $18,482,662Liabilities 2020: $1,431Net Assets 2020: $18,481,2312020Assets 2021: $23,117,074Liabilities 2021: $0Net Assets 2021: $23,117,0742021Assets 2022: $19,236,092Liabilities 2022: $0Net Assets 2022: $19,236,0922022Assets 2023: $24,422,136Liabilities 2023: $973,492Net Assets 2023: $23,448,6442023Assets 2024: $26,221,348Liabilities 2024: $1,022,717Net Assets 2024: $25,198,6312024

Highlighted filing

2018

Assets$13,696,053
Liabilities$0
Net Assets$13,696,053

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $257,1672010Expenses 2011: $305,6992011Expenses 2012: $361,5572012Revenue 2013: $578,774Expenses 2013: $437,977Net Income 2013: $140,7972013Revenue 2014: $2,025,431Expenses 2014: $1,093,613Net Income 2014: $931,8182014Revenue 2015: $1,193,957Expenses 2015: $1,191,653Net Income 2015: $2,3042015Revenue 2016: $615,593Expenses 2016: $700,653Net Income 2016: -$85,0602016Revenue 2017: $755,702Expenses 2017: $693,534Net Income 2017: $62,1682017Revenue 2018: $1,071,888Expenses 2018: $688,877Net Income 2018: $383,0112018Revenue 2019: $1,334,152Expenses 2019: $1,037,386Net Income 2019: $296,7662019Revenue 2020: $855,542Expenses 2020: $776,441Net Income 2020: $79,1012020Revenue 2021: $2,885,191Expenses 2021: $950,460Net Income 2021: $1,934,7312021Revenue 2022: $1,042,006Expenses 2022: $1,122,328Net Income 2022: -$80,3222022Revenue 2023: $3,726,834Expenses 2023: $1,105,809Net Income 2023: $2,621,0252023Revenue 2024: $5,542,258Expenses 2024: $4,643,114Net Income 2024: $899,1442024

Highlighted filing

2018

Revenue$1,071,888
Expenses$688,877
Net Income$383,011
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 20, 2019
Return Version
2018v3.1
Gross Receipts
$1,071,888
Mission and Program Overview

Mission

Enhance the quality of life for the people of jay county, indiana, now and for generations to come, by building community endowment

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$14,493,206$13,696,053▼ $797,153
Total Assets$14,493,206$13,696,053▼ $797,153
Liabilities
Accounts Payable and Accrued Expenses$58--
Total Liabilities$58$0▼ $58
Net Assets / Fund Balance
Permanently Rstr Net Assets$11,989,298$12,784,401▲ $795,103
Temporarily Rstr Net Assets$2,492,063$1,190,689▼ $1,301,374
Unrestricted Net Assets$11,787$-279,037▼ $290,824
Total Net Assets Fund Balance$14,493,148$13,696,053▼ $797,095
Total Liabilities and Net Assets / Fund Balance$14,493,206$13,696,053▼ $797,153

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$205,616--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$14,493,206$795,103▼ $950,436-$13,696,053
2017$12,288,793$1,108,579▲ $1,853,841-$14,493,206
2016$11,938,914$359,730▲ $877,116-$12,288,793
2015$12,611,243$820,716▼ $125,936-$11,938,914
2014$11,411,139$1,718,862▲ $656,011-$12,611,243
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Douglas L InmanExecutive DirecFT$43,713$43,713

Board Members and Trustees

NameTitle
Pat BennettImmediate Past President
Rex JournayPresident
John MooreVice President
Dean JetterDirector
Jeremy GulleyDirector
Rob PenrodDirector
Ron LauxDirector
Tammy HanlinDirector
Robin AlbersonSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$795,103
Program Service Revenue
$0
Investment Income
$273,840
Other Revenue
$2,945
All Other Contributions
$795,103
Change in Net Assets
$383,011

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,071,888
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,180,106
Total Revenue per Audited Statements
$-108,218
Total Revenue per Form 990
$1,071,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$499,910
Other Expenses$113,486
Salaries, Compensation, and Employee Benefits$75,481
Total Fundraising Expense$2,134
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$371,373--$371,373
Grants to Domestic Individuals$128,537--$128,537
Fees for Services Other$56,699--$56,699
Current Officers, Directors, Trustees, and Key Employees$21,857$21,856-$43,713
Other Salaries and Wages$9,825$9,878-$19,703
Fees for Service Investment Mgmnt Fees$16,650--$16,650
Office Expenses-$12,892-$12,892
Occupancy-$7,517-$7,517
Other Employee Benefits$3,370$4,141-$7,511
Payroll Taxes$2,424$2,130-$4,554
All Other Expenses-$4,121-$4,121
Fees for Services Accounting$3,140--$3,140
Other Expenses$3,409$2,043$1,655$1,655
Advertising$1,079-$479$1,558
Insurance-$938-$938
Travel-$289-$289
Total Functional Expenses$618,363$68,380$2,134$688,877

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jay Community CenterPortland, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$67,093
Jay Randolph Developmental ServicesPortland, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$15,889
John Jay Center for LearningPortland, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$12,338
Jay County Conservation ClubPortland, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$12,239
Jay County Humane SocietyPortland, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$8,788
Jay County Fair AssociationPortland, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$8,023
Dunkirk Glass Days CommitteeDunkirk, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$6,500
Youth Service BureauPortland, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$6,034
West Jay Community CenterDunkirk, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$5,725
Jay County Historical SocietyPortland, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$5,200
A BETTER LIFE - BRIANNA'S HOPE INCPortland, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment-
Arts PlacePortland, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment-
Asbury United Methodist ChurchPortland, IN501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board of directors review the tax return annually.

Form 990, Part VI, Section B, Line 12C

The organization requires each member to complete and sign a conflict of interest disclosure statement annually

Form 990, Part VI, Section B, Line 15

The board of directors approves the annual salary of the executive director. This is based on comparability, contunation of employment, etc.

Form 990, Part VI, Section C, Line 19

The organization makes it governing documents, policies, and financials statements available to the public upon request

Filing and Contact Details

Filer

Filer Name
The Portland Foundation Inc
EIN
35-2019497
Phone
2607264260
Address
107 S MERIDIAN ST, PORTLAND, IN 47371

Signing Officer

Name
Douglas L Inman
Title
Executive Director
Phone
2607264260
Signed
2019-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas L Inman
Formed
1997
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
0

Preparer

Firm
Bollenbacher and Associates LLC
Address
915 N MERIDIAN STREET, PORTLAND, IN 47371
Preparer
Scott a Bollenbacher CPA
Phone
2607264207
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer portland foundation - trust 35-6028362 44,170.

FORM 990, PART XII, LINE 2C:

NO CHANGES

Financial Statement Notes

PART V, LINE 4:

Endowments held are used for scholarships and the betterment of jay county

PART X, LINE 2:

Management evaluates all significant tax positions as required by accounting principles generally accepted in the united states of america. As of year end, the foundation believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that materially impact the financial statements or related disclosures.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Transfer portland foundation - trust 35-6028362

Schedule D Part XI Line 2D

Other adjustments schedule d part xi line 2d: transfer of funds to portland foundation (trust) ein: 35-6028362

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IRS990/NetUnrlzdGainsLossesInvstAmt0-1224276
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07517
IRS990/OccupancyGrp/TotalAmt07517
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012892
IRS990/OfficeExpensesGrp/TotalAmt012892
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt044170
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04141
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03370
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07511
IRS990/OtherExpensesGrp/Desc0LILLY SCHOLARSHIP
IRS990/OtherExpensesGrp/Desc1MAINTENANCE
IRS990/OtherExpensesGrp/Desc2TRAINING
IRS990/OtherExpensesGrp/Desc3PRINTING
IRS990/OtherExpensesGrp/FundraisingAmt01655
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02575
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12043
IRS990/OtherExpensesGrp/ProgramServicesAmt03409
IRS990/OtherExpensesGrp/TotalAmt03409
IRS990/OtherExpensesGrp/TotalAmt12575
IRS990/OtherExpensesGrp/TotalAmt22043
IRS990/OtherExpensesGrp/TotalAmt31655
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1211110
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1PARTNERSHIP INVESTMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02982
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02982
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-37
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-37
IRS990/OtherRevenueTotalAmt02945
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09878
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09825
IRS990/OtherSalariesAndWagesGrp/TotalAmt019703
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02130
IRS990/PayrollTaxesGrp/ProgramServicesAmt02424
IRS990/PayrollTaxesGrp/TotalAmt04554
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt011989298
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt012784401
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DOUGLAS L INMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0515376
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0525652
IRS990/PYInvestmentIncomeAmt0240787
IRS990/PYOtherExpensesAmt097223
IRS990/PYOtherRevenueAmt0-461
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt062168
IRS990/PYSalariesCompEmpBnftPaidAmt070659
IRS990/PYTotalExpensesAmt0693534
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0755702
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0383011
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02982
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0356028362
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE PORTLAND FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0141910
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014493206
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0795103
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt013696053
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0499910
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-950436
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0232355
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt012288793
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01108579
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014493206
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0525652
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01853841
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0201783
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011938914
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0359730
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt012288793
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0685184
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0877116
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0190383
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt012611243
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0820716
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011938914
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01176726
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-125936
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0200164
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011411139
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01718862
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt012611243
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0974605
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0656011
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt030000
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt020150
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt036903
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1224276
IRS990ScheduleD/OtherRevenueAmt044170
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05486069
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1928720
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21085674
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt35629148
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4119356
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5236422
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt65048
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7205616
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FMB-MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FMB-SAVINGS AND TEMP CASH
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FFB-ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3FFB-MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4FFB-SAVINGS AND TEMP CASH
IRS990ScheduleD/OtherSecuritiesGrp/Desc5LINCOLN-MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc6LINCOLN-SAVINGS & TEMP CASH
IRS990ScheduleD/OtherSecuritiesGrp/Desc7SAVINGS AND TEMP CASH
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/RevenueNotReportedAmt0-1180106
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01071888
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENTS HELD ARE USED FOR SCHOLARSHIPS AND THE BETTERMENT OF JAY COUNTY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF YEAR END, THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TRANSFER PORTLAND FOUNDATION - TRUST 35-6028362
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3OTHER ADJUSTMENTS SCHEDULE D PART XI LINE 2D: TRANSFER OF FUNDS TO PORTLAND FOUNDATION (TRUST) EIN: 35-6028362
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D PART XI LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt013696053
IRS990ScheduleD/TotalExpensesPerForm990Amt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01071888
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-108218
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0128537
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt075
IRS990ScheduleI/RecipientTable/CashGrantAmt05200
IRS990ScheduleI/RecipientTable/CashGrantAmt15725
IRS990ScheduleI/RecipientTable/CashGrantAmt26034
IRS990ScheduleI/RecipientTable/CashGrantAmt36500
IRS990ScheduleI/RecipientTable/CashGrantAmt48023
IRS990ScheduleI/RecipientTable/CashGrantAmt58788
IRS990ScheduleI/RecipientTable/CashGrantAmt612239
IRS990ScheduleI/RecipientTable/CashGrantAmt712338
IRS990ScheduleI/RecipientTable/CashGrantAmt815889
IRS990ScheduleI/RecipientTable/CashGrantAmt967093
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.2$1.02$25.2$5.54$4.64$0.90
2023Detailed filing. Detailed filing data is available for this year.$24.4$0.97$23.4$3.73$1.11$2.62
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$1.04$1.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$23.1$0.00$23.1$2.89$0.95$1.93
2020Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.86$0.78$0.08
2019Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$1.33$1.04$0.30
2018Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$1.07$0.69$0.38
2017Detailed filing. Detailed filing data is available for this year.$14.5$0.00$14.5$0.76$0.69$0.06
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.62$0.70$0.09
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.19$1.19$0.00
2014Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$2.03$1.09$0.93
2013Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.58$0.44$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.33$0.00$9.33$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.21$0.00$8.21$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$0.00$8.43$0.26