Civic Intelligence

The Portland Foundation

990 • Fiscal year 2014 • EIN 35-6028362

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 23, 2015

Organization ProfileWWW.PORTLANDFOUNDATION.ORG
112 E Main StPortland, IN 47371

(260) 726-4260

Siviq Scores

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

Liabilities / Assets

26th percentile

0.05x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

1.67x

Higher debt load relative to revenue than 86% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

8th percentile

-25%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

14th percentile

$52,855

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

46th percentile

2.3%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

2nd percentile

-71%

Faster revenue growth than 2% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$18,346,442

Up $416,164 (+2.3%) from 2013

Net Assets

Up

$17,339,767

Up $392,990 (+2.3%) from 2013

Liabilities

Up

$1,006,675

Up $23,174 (+2.4%) from 2013

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin8th percentile

Revenue

Down

$603,142

Down $1,498,123 (-71%) from 2013

Expenses

Up

$754,242

Up $198,024 (+36%) from 2013

Net Income

Down

-$151,100

Down $1,696,147 (-110%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2014

Assets$18,346,442
Liabilities$1,006,675
Net Assets$17,339,767
Open 2014 Filing

Operations Trend

Revenue Growth2nd percentile

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

2014

Revenue$603,142
Expenses$754,242
Net Income-$151,100
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 23, 2015
Return Version
2014v5.0
Gross Receipts
$603,142
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$17,265,818$17,611,577▲ $345,759
Land, Buildings, and Equipment, Net$463,085$439,278▼ $23,807
Cash and Non-Interest-Bearing Accounts$197,878$292,090▲ $94,212
Prepaid Expenses and Deferred Charges$26$26→ $0
Total Assets$17,930,278$18,346,442▲ $416,164
Other Assets Total$3,471$3,471→ $0
Liabilities
Other Liabilities$983,501$1,006,675▲ $23,174
Total Liabilities$983,501$1,006,675▲ $23,174
Net Assets / Fund Balance
Permanently Rstr Net Assets$13,118,377$13,250,708▲ $132,331
Temporarily Rstr Net Assets$2,850,477$3,036,961▲ $186,484
Unrestricted Net Assets$977,923$1,052,098▲ $74,175
Total Net Assets Fund Balance$16,946,777$17,339,767▲ $392,990
Total Liabilities and Net Assets / Fund Balance$17,930,278$18,346,442▲ $416,164

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$216,029$186,738$402,767
Land$220,423-$220,423
Equipment$2,826$23,159$25,985
Buildings$0--
Other Land Buildings$0--
Other Securities$411,545--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$17,719,304$135,749▲ $1,013,805-$18,061,936
2013$14,235,558$1,779,799▲ $2,311,739-$17,719,304
2012$10,109,859$3,322,537▲ $1,284,259-$14,235,558
2011$10,676,737$29,263▼ $87,802-$10,109,859
2010$9,547,040$257,550▲ $1,214,957-$10,676,737
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Douglas L InmanExecutive DirecFT$52,855$52,855

Board Members and Trustees

NameTitle
Mary DavisImmediate Past President
Dean JetterPresident
Pat BennettVice President
David FullenkampDirector
John MooreDirector
Robin AlbersonDirector
Ron LauxDirector
Stephanie RobinsonDirector
Rex JournaySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,331
Program Service Revenue
$0
Investment Income
$473,763
Other Revenue
$-2,952
All Other Contributions
$132,331
Change in Net Assets
$-151,100

Audited Revenue Reconciliation

Revenue per Audited Statements
$603,142
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$544,090
Total Revenue per Audited Statements
$1,147,232
Total Revenue per Form 990
$603,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$501,826
Other Expenses$163,263
Salaries, Compensation, and Employee Benefits$89,153
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$352,608--$352,608
Grants to Domestic Individuals$149,218--$149,218
Fees for Services Other$78,546--$78,546
Current Officers, Directors, Trustees, and Key Employees$26,428$26,427-$52,855
Depreciation Depletion-$25,663-$25,663
Fees for Service Investment Mgmnt Fees$21,634--$21,634
Other Salaries and Wages$12,478$7,216-$19,694
Other Employee Benefits$5,873$5,180-$11,053
Advertising$5,988--$5,988
Payroll Taxes$2,977$2,574-$5,551
All Other Expenses-$5,004-$5,004
Occupancy-$4,933-$4,933
Fees for Services Accounting$4,082--$4,082
Office Expenses-$3,138-$3,138
Travel-$2,762-$2,762
Other Expenses$1,965$1,740-$1,740
Insurance-$1,342-$1,342
Total Functional Expenses$665,169$89,073$0$754,242

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$754,242
Total Expenses per Audited Statements$754,242
Total Expenses per Form 990$754,242
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arts Place 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$113,101
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$59,612
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$39,615
Purdue FoundationWest Layfayette, 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$24,705
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$20,237
Bryant Area Community CenterBryant, 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$16,342
Jay County 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$14,292
Jay County Special OlympicsPortland, 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$11,965
Jay County Fourth of July CommitteePortland, 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$10,000
Jay County Pee Wee FootballPortland, 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$10,000
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$5,962
United Way of Jay CountyPortland, 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$5,172
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets Held for Others$1,006,675
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 11

“The tax return was reviewed and approved by the board of directors”

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 salary for the executive director based on comparability, length 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
EIN
35-6028362
Phone
2607264260
Address
112 E MAIN ST, PORTLAND, IN 47371

Signing Officer

Name
Douglas L Inman
Title
Executive Director
Phone
2607264260
Signed
2015-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas L Inman
Formed
1951
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 PO BOX 702, PORTLAND, IN 47371
Preparer
Scott a Bollenbacher CPA
Phone
2607264207
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Trustee fees: program service expenses 78,546. Management and general expenses 0. Fundraising expenses 0. Total expenses 78,546.”

FORM 990, PART XI, LINE 9:

“Transfer portland foundation - corporation 35-2019497 45,741.”

FORM 990, PART XII, LINE 2C:

“NO CHANGES”

Financial Statement Notes

PART V, LINE 4:

“Scholarships and grants for the betterment of jay county.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Transfer portland foundation - corporation 35-2019497”

Schedule D Part XI Line 2D

“Other adjustments schedule d part xi line 2d: transfer from portland foundation (corporation) ein: 35-2019497”

Raw XML AppendixShowing 400 of 614 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.

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IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012478
IRS990/OtherSalariesAndWagesGrp/TotalAmt019694
IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026
IRS990/PrincipalOfficerNm0DOUGLAS L INMAN
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0132331
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0738108
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0215220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt031255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0260151
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0473763
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0199899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0166827
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01471056
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0298
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0-603
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02065
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0-332
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01428
IRS990ScheduleA/PublicSupportCY170Pct00.46820
IRS990ScheduleA/PublicSupportPY170Pct00.82040
IRS990ScheduleA/PublicSupportTotal170Amt01334056
IRS990ScheduleA/SubstantialContributorsTotAmt043009
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0260151
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01377065
IRS990ScheduleA/TotalSupportAmt02849549
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0268271
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt017719304
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0135749
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt018061936
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0538651
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01013805
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0232788
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014235558
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01779799
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt017719304
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0375004
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02311739
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0188666
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03322537
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt014235558
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0292431
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01284259
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0157541
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010676737
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt029263
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010109859
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0350798
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-87802
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0144512
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09547040
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01214957
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt08808
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt025724
IRS990ScheduleD/DonorAdvisedFundsHeldCnt03
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0882314
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02826
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023159
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025985
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0754242
IRS990ScheduleD/LandGrp/BookValueAmt0220423
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0220423
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0216029
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD FOR OTHERS
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06863690
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1861486
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2206648
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt310819
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4501044
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt58010396
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt63
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7745946
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8411545
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FMB-MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FMB-SAVINGS AND TEMP CASH INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MAINSOURCE-SAVINGS AND TEMP CASH INV
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MAINSOURCE-CORP BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4MAINSOURCE-CORP STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5MAINSOURCE-MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc6PARTNERSHIP INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc7FEG HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc8MAINSOURCE-ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/RevenueNotReportedAmt0544090
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0603142
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS AND GRANTS FOR THE BETTERMENT OF JAY COUNTY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TRANSFER PORTLAND FOUNDATION - CORPORATION 35-2019497

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,346,442
Liabilities
$1,006,675
Net assets
$17,339,767
Revenue
$603,142
Expenses
$754,242
Net income
-$151,100
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