Civic Intelligence

The Portland Foundation

990 • Fiscal year 2011 • EIN 35-6028362

Jan 01, 2011 to Dec 31, 2011 • Filed on Jun 19, 2012

Organization ProfileWWW.PORTLANDFOUNDATION.ORG
112 E Main St47371
Siviq Scores

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

Liabilities / Assets

26th percentile

0.08x

Higher debt load relative to assets than 26% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

18th percentile

-5.4%

Faster asset growth than 18% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$10,076,491

Down $575,984 (-5.4%) from 2010

Net Assets

Down

$9,293,376

Down $554,983 (-5.6%) from 2010

Liabilities

Down

$783,115

Down $21,001 (-2.6%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$535,971

Up $160,369 (+43%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$30M$20M$10M$0Assets 2010: $10,652,475Liabilities 2010: $804,116Net Assets 2010: $9,848,3592010Assets 2011: $10,076,491Liabilities 2011: $783,115Net Assets 2011: $9,293,3762011Assets 2012: $14,391,952Liabilities 2012: $863,725Net Assets 2012: $13,528,2272012Assets 2013: $17,930,278Liabilities 2013: $983,501Net Assets 2013: $16,946,7772013Assets 2014: $18,346,442Liabilities 2014: $1,006,675Net Assets 2014: $17,339,7672014Assets 2015: $17,305,333Liabilities 2015: $943,632Net Assets 2015: $16,361,7012015Assets 2016: $18,284,703Liabilities 2016: $991,041Net Assets 2016: $17,293,6622016Assets 2017: $22,752,074Liabilities 2017: $1,708,148Net Assets 2017: $21,043,9262017Assets 2018: $20,374,633Liabilities 2018: $1,512,321Net Assets 2018: $18,862,3122018Assets 2019: $23,496,010Liabilities 2019: $1,751,053Net Assets 2019: $21,744,9572019Assets 2020: $24,678,777Liabilities 2020: $1,873,541Net Assets 2020: $22,805,2362020Assets 2021: $27,639,720Liabilities 2021: $2,093,578Net Assets 2021: $25,546,1422021Assets 2022: $22,364,186Liabilities 2022: $1,707,052Net Assets 2022: $20,657,1342022Assets 2023: $23,963,880Liabilities 2023: $602,017Net Assets 2023: $23,361,8632023Assets 2024: $24,839,195Liabilities 2024: $598,744Net Assets 2024: $24,240,4512024

Highlighted filing

2011

Assets$10,076,491
Liabilities$783,115
Net Assets$9,293,376
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $375,6022010Expenses 2011: $535,9712011Expenses 2012: $489,8522012Revenue 2013: $2,101,265Expenses 2013: $556,218Net Income 2013: $1,545,0472013Revenue 2014: $603,142Expenses 2014: $754,242Net Income 2014: -$151,1002014Revenue 2015: $502,784Expenses 2015: $821,950Net Income 2015: -$319,1662015Revenue 2016: $1,001,865Expenses 2016: $744,045Net Income 2016: $257,8202016Revenue 2017: $3,140,329Expenses 2017: $912,895Net Income 2017: $2,227,4342017Revenue 2018: $608,216Expenses 2018: $1,040,768Net Income 2018: -$432,5522018Revenue 2019: $353,913Expenses 2019: $797,342Net Income 2019: -$443,4292019Revenue 2020: $515,356Expenses 2020: $1,010,226Net Income 2020: -$494,8702020Revenue 2021: $656,140Expenses 2021: $1,027,197Net Income 2021: -$371,0572021Revenue 2022: $680,512Expenses 2022: $955,706Net Income 2022: -$275,1942022Revenue 2023: $1,620,583Expenses 2023: $1,840,594Net Income 2023: -$220,0112023Revenue 2024: $4,926,811Expenses 2024: $4,884,598Net Income 2024: $42,2132024

Highlighted filing

2011

Revenue-
Expenses$535,971
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Jun 19, 2012
Return Version
2011v1.2
Gross Receipts
$235,443
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

Filing and Contact Details

Filer

EIN
35-6028362
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IRS990ScheduleA/FactsAndCircumstancesTest0THE PORTLAND FOUNDATION (FOUNDATION) WAS FOUNDED DECEMBER 17, 1951. THE FOUNDATION ADMINISTERS APPROXIMATELY 100 SEPARATE SCHOLARSHIP TRUSTS ESTABLISHED FOR THE PROVISION OF STUDENT SCHOLARSHIPS IN AND AROUND JAY COUNTY, INDIANA. THE FOUNDATION ENSURES SPECIFIC GUIDELINES ESTABLISHED BY EACH SCHOLARSHIP TRUST ARE FOLLOWED IN AWARDING SCHOLARSHIPS TO BETTER THE COMMUNITY. THE FOUNDATION IS A COMMUNITY TRUST THAT MEETS ALL THE REQUIREMENTS OF REG. 1.170A-9(E)(11)(III), (IV), (V),(VI).SINCE THE FOUNDATION'S CREATION IN 1951, THE FOUNDATION HAS SOLICITED FUNDS FROM DONORS THROUGHOUT THE COMMUNITY AS WELL AS THOSE WHO HAVE HAD TIES TO PORTLAND, INDIANA. THE PUBLIC HAS OVERWHELMINGLY SUPPORTED THE FOUNDATION SINCE ITS FOUNDING. THE FOUNDATION CONTINUES TO BE ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS THROUGH NUMEROUS PROGRAMS DESIGNED TO RAISE FUNDS FOR THE FOUNDATION. THE FOUNDATION DOES MEET THE REQUIREMENTS FOR THE 10% PUBLIC SUPPORT TEST FROM UNRELATED DONORS. THE FOUNDATION HAS AN ESTABLISHED BOARD OF TRUSTEES THAT MEET REGULARLY AND A STAFF OF 2 INDIVIDUALS, INCLUDING A FULL-TIME EXECUTIVE DIRECTOR. THE FOUNDATION'S BOARD REPRESENTS A BROAD CROSS SECTION OF THE COMMUNITY. THE BOARD OF TRUSTEES HAS SET TERMS AND OFFICERS ARE ELECTED ANNUALLY. THE FOUNDATION PRIMARILY AWARDS GRANTS AND SCHOLARSHIPS ON AN ANNUAL BASIS TO THE GENERAL PUBLIC OF JAY COUNTY, INDIANA. THE SCHOLARSHIPS ARE PRIMARILY AWARDED TO HIGH SCHOOL GRADUATES OF JAY COUNTY HIGH SCHOOL. THE COMMUNITY IS WELL AWARE OF THE ACTIVITIES OF THE FOUNDATION. MANY NOT-FOR-PROFIT ORANIZATIONS AND NEARLY ALL GRADUATING SENIORS WHO PLAN TO ATTEND SECONDARY EDUCATION APPLY FOR GRANTS AND SCHOLARSHIPS FROM THE FOUNDATION ON AN ANNUAL BASIS. THE FOUNDATION ALSO MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING ITS CHARITABLE WORK IN THE COMMUNITY. THIS PROGRAM HAS REMAINED CONSISTENT THROUGHOUT THE FOUNDATION'S HISTORY.
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IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0535971
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0SCHOLARSHIPS AND GRANTS FOR THE BETTERMENT OF JAY COUNTY.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1TRANSFER TO PF - CORPORATION 35-2019497
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/GrantsPaidFromDonorFunds020055
IRS990ScheduleD/NetUnrealizedGainsInvestments0-253770
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-253770
IRS990ScheduleD/NumberDAFsHeld02
IRS990ScheduleD/OtherLandBuildings/BookValue0509067
IRS990ScheduleD/OtherLandBuildings/Depreciation0131706
IRS990ScheduleD/OtherLandBuildings/OtherCostOrOtherBasis0640773
IRS990ScheduleD/OtherLiabilities/Amount0783115
IRS990ScheduleD/OtherLiabilities/Description0ASSETS HELD FOR OTHERS
IRS990ScheduleD/OtherSecurities/BookValue0143704
IRS990ScheduleD/OtherSecurities/BookValue1282848
IRS990ScheduleD/OtherSecurities/BookValue24595920
IRS990ScheduleD/OtherSecurities/BookValue394063
IRS990ScheduleD/OtherSecurities/BookValue418995
IRS990ScheduleD/OtherSecurities/BookValue576425
IRS990ScheduleD/OtherSecurities/BookValue61
IRS990ScheduleD/OtherSecurities/BookValue73705544
IRS990ScheduleD/OtherSecurities/BookValue85
IRS990ScheduleD/OtherSecurities/BookValue9540393
IRS990ScheduleD/OtherSecurities/Description0FMB-US & STATE GOVT
IRS990ScheduleD/OtherSecurities/Description1FMB-CORPORATE BONDS
IRS990ScheduleD/OtherSecurities/Description2FMB-MUTUAL FUNDS
IRS990ScheduleD/OtherSecurities/Description3FMB-SAVINGS AND TEMP CASH INVESTMENTS
IRS990ScheduleD/OtherSecurities/Description4MAINSOURCE-SAVINGS AND TEMP CASH INV
IRS990ScheduleD/OtherSecurities/Description5MAINSOURCE-CORP BONDS
IRS990ScheduleD/OtherSecurities/Description6MAINSOURCE-CORP STOCKS
IRS990ScheduleD/OtherSecurities/Description7MAINSOURCE-MUTUAL FUNDS
IRS990ScheduleD/OtherSecurities/Description8PARTNERSHIP INVESTMENTS
IRS990ScheduleD/OtherSecurities/Description9FEG HEDGE FUNDS
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/OtherSecurities/MethodOfValuation3F
IRS990ScheduleD/OtherSecurities/MethodOfValuation4F
IRS990ScheduleD/OtherSecurities/MethodOfValuation5F
IRS990ScheduleD/OtherSecurities/MethodOfValuation6F
IRS990ScheduleD/OtherSecurities/MethodOfValuation7F
IRS990ScheduleD/OtherSecurities/MethodOfValuation8C
IRS990ScheduleD/OtherSecurities/MethodOfValuation9F
IRS990ScheduleD/RevenueNotRptdF9900-253770
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0234758
IRS990ScheduleD/TotalAdjustments0-253770
IRS990ScheduleD/TotalExpenses0535971
IRS990ScheduleD/TotalExpensesPerForm9900535971
IRS990ScheduleD/TotalOfAmounts0783115
IRS990ScheduleD/TotalOfBookValueLandBuildings0509067
IRS990ScheduleD/TotalOfBookValueSecurities09457898
IRS990ScheduleD/TotalRevenue0234758
IRS990ScheduleD/TotalRevenuePerForm9900234758
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0535971

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,076,491
Liabilities
$783,115
Net assets
$9,293,376
Revenue
-
Expenses
$535,971
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$0.60$24.2$4.93$4.88$0.04
2023Detailed filing. Detailed filing data is available for this year.$24.0$0.60$23.4$1.62$1.84$0.22
2022Detailed filing. Detailed filing data is available for this year.$22.4$1.71$20.7$0.68$0.96$0.28
2021Detailed filing. Detailed filing data is available for this year.$27.6$2.09$25.5$0.66$1.03$0.37
2020Detailed filing. Detailed filing data is available for this year.$24.7$1.87$22.8$0.52$1.01$0.49
2019Detailed filing. Detailed filing data is available for this year.$23.5$1.75$21.7$0.35$0.80$0.44
2018Detailed filing. Detailed filing data is available for this year.$20.4$1.51$18.9$0.61$1.04$0.43
2017Detailed filing. Detailed filing data is available for this year.$22.8$1.71$21.0$3.14$0.91$2.23
2016Detailed filing. Detailed filing data is available for this year.$18.3$0.99$17.3$1.00$0.74$0.26
2015Detailed filing. Detailed filing data is available for this year.$17.3$0.94$16.4$0.50$0.82$0.32
2014Detailed filing. Detailed filing data is available for this year.$18.3$1.01$17.3$0.60$0.75$0.15
2013Detailed filing. Detailed filing data is available for this year.$17.9$0.98$16.9$2.10$0.56$1.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$0.86$13.5$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.78$9.29$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.80$9.85$0.38