Civic Intelligence

First Unitarian Church of Portland Foundation

990 • Fiscal year 2013 • EIN 43-1968342

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 21, 2014

Organization ProfileWWW.FIRSTUNITARIANPORTLAND.ORG
1034 SW 13th Ave97205

(503) 228-6389

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,204,865

Up $224,147 (+23%) from 2012

Net Assets

Up

$1,204,865

Up $224,147 (+23%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin91st percentile

Revenue

$138,796

No earlier filing loaded for comparison.

Expenses

Up

$68,654

Up $2,599 (+3.9%) from 2012

Net Income

$70,142

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,000,379Liabilities 2011: $90,000Net Assets 2011: $910,3792011Assets 2012: $980,718Liabilities 2012: $0Net Assets 2012: $980,7182012Assets 2013: $1,204,865Liabilities 2013: $0Net Assets 2013: $1,204,8652013Assets 2014: $1,277,240Liabilities 2014: $0Net Assets 2014: $1,277,2402014Assets 2015: $1,324,564Liabilities 2015: $4,695Net Assets 2015: $1,319,8692015Assets 2016: $1,326,440Liabilities 2016: $0Net Assets 2016: $1,326,4402016Assets 2017: $1,801,336Liabilities 2017: $662Net Assets 2017: $1,800,6742017Assets 2018: $1,478,554Liabilities 2018: $0Net Assets 2018: $1,478,5542018Assets 2019: $1,662,383Liabilities 2019: $0Net Assets 2019: $1,662,3832019Assets 2020: $1,888,128Liabilities 2020: $0Net Assets 2020: $1,888,1282020Assets 2021: $2,192,570Liabilities 2021: $0Net Assets 2021: $2,192,5702021Assets 2022: $1,772,154Liabilities 2022: $0Net Assets 2022: $1,772,1542022Assets 2023: $2,002,032Liabilities 2023: $0Net Assets 2023: $2,002,0322023Assets 2024: $2,675,351Liabilities 2024: $0Net Assets 2024: $2,675,3512024

Highlighted filing

2013

Assets$1,204,865
Liabilities$0
Net Assets$1,204,865
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $68,5342011Expenses 2012: $66,0552012Revenue 2013: $138,796Expenses 2013: $68,654Net Income 2013: $70,1422013Revenue 2014: $121,766Expenses 2014: $70,612Net Income 2014: $51,1542014Revenue 2015: $211,122Expenses 2015: $76,467Net Income 2015: $134,6552015Revenue 2016: $75,259Expenses 2016: $77,138Net Income 2016: -$1,8792016Revenue 2017: $450,716Expenses 2017: $82,615Net Income 2017: $368,1012017Revenue 2018: $354,751Expenses 2018: $510,654Net Income 2018: -$155,9032018Revenue 2019: $117,392Expenses 2019: $77,824Net Income 2019: $39,5682019Revenue 2020: $121,093Expenses 2020: $80,470Net Income 2020: $40,6232020Revenue 2021: $188,856Expenses 2021: $83,153Net Income 2021: $105,7032021Revenue 2022: $52,066Expenses 2022: $97,981Net Income 2022: -$45,9152022Revenue 2023: $160,687Expenses 2023: $106,609Net Income 2023: $54,0782023Revenue 2024: $683,286Expenses 2024: $103,549Net Income 2024: $579,7372024

Highlighted filing

2013

Revenue$138,796
Expenses$68,654
Net Income$70,142
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 21, 2014
Return Version
2013v3.1
Gross Receipts
$138,796
Mission and Program Overview

Mission

Support the first unitarian church of portland and programs of the church.

Provide funding for the first unitarian church of portland.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$931,876$1,106,841▲ $174,965
Savings and Temporary Cash Investments$48,842$98,024▲ $49,182
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$980,718$1,204,865▲ $224,147
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$980,718$1,204,865▲ $224,147
Total Net Assets Fund Balance$980,718$1,204,865▲ $224,147
Total Liabilities and Net Assets / Fund Balance$980,718$1,204,865▲ $224,147
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Evans Van BurenChairman
Bob LeeperMember
Camille WrightMember
Linda AsoMember
Pierre ProvostMember
Roger RobinsonMember
Martha RichardsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$103,622
Program Service Revenue
$0
Investment Income
$35,174
Other Revenue
$0
All Other Contributions
$103,622
Change in Net Assets
$70,142

Audited Revenue Reconciliation

Revenue per Audited Statements
$138,796
Revenue Not Reported on Form 990
$154,005
Total Revenue per Audited Statements
$292,801
Total Revenue per Form 990
$138,796
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,133
Other Expenses$12,521
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,133--$56,133
Fees for Service Investment Mgmnt Fees-$8,130-$8,130
Fees for Services Accounting-$4,225-$4,225
Other Expenses-$166-$166
Total Functional Expenses$56,133$12,521$0$68,654

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$68,654
Total Expenses per Audited Statements$68,654
Total Expenses per Form 990$68,654
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-0406414-501(c)(3)Religous$56,133
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“Two members of the governing body are elected by the First Unitarian Church Board of Trustees to serve on the Foundation's Board for 1-year terms.”

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

“A copy of the draft of form 990 is available for all voting members of the board to review between three and five business days before it is signed and submitted to the internal revenue service. Each board member is notified and an electronic copy is available upon request.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
43-1968342
Phone
5032286389

Signing Officer

Name
Evans Van Buren
Title
Chairman
Signed
2014-07-21
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Preparer
Roy R Rogers
Phone
5036848421
Raw XML Appendix353 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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IRS990ScheduleI/RecipientTable/RecipientEIN0930406414
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Two members of the governing body are elected by the First Unitarian Church Board of Trustees to serve on the Foundation's Board for 1-year terms.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE DRAFT OF FORM 990 IS AVAILABLE FOR ALL VOTING MEMBERS OF THE BOARD TO REVIEW BETWEEN THREE AND FIVE BUSINESS DAYS BEFORE IT IS SIGNED AND SUBMITTED TO THE INTERNAL REVENUE SERVICE. EACH BOARD MEMBER IS NOTIFIED AND AN ELECTRONIC COPY IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0980718
IRS990/TotalAssetsEOYAmt01204865
IRS990/TotalAssetsGrp/BOYAmt0980718
IRS990/TotalAssetsGrp/EOYAmt01204865
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0103622
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012521
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056133
IRS990/TotalFunctionalExpensesGrp/TotalAmt068654
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0980718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01204865
IRS990/TotalProgramServiceExpensesAmt056133
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt035174
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138796
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0980718
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01204865
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0980718
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01204865
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.FIRSTUNITARIANPORTLAND.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EVANS VAN BUREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10FIRST UNITARIAN CHURCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0431968342
ReturnHeader/Filer/PhoneNum05032286389
ReturnHeader/Filer/USAddress/AddressLine101034 SW 13th Ave
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RAS GROUPLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012700 SW 72ND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TIGARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036848421
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roy R Rogers
ReturnHeader/ReturnTs02014-07-21T09:34:49-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,204,865
Liabilities
$0
Net assets
$1,204,865
Revenue
$138,796
Expenses
$68,654
Net income
$70,142
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.68$0.10$0.58
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.16$0.11$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.19$0.08$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.12$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.12$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.35$0.51$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.45$0.08$0.37
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.08$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.21$0.08$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.12$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.14$0.07$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.09$0.91$0.07